| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMWNPF | 52-6112463 | — | AFFILIATE | $35K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $15K | — |
| SASMI | 23-7315003 | — | AFFILIATE | $12K | — |
| CLEARSTEAD ADVISORS | — | CLEVELAND, OH | NONE | $9K | — |
| MOONEY,GREEN,SAINDON,MURPHY &WELCH | 52-1958229 | — | NONE | $6K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
