| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIDSON INVESTMENT ADVISORS | 81-0139474 | — | NONE | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | NONE | $30K | — |
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.
| HUB INTERNATIONAL | 47-0813106 | — | NONE | $28K | — |
| BUCKLEY & SITZMAN, LLP | 47-0350235 | — | NONE | $18K | — |
| CELESTE GARDNER | 47-6062771 | — | EMPLOYEE | $11K | — |
| WEINBERG & WEINBERG | 47-0561010 | — | NONE | $6K | — |
| KUTAK ROCK, LLP | 47-0597598 | — | NONE | $1K | — |