| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMARTFINANCIALS.NET | 03-0382263 | — | NONE | $87K | — |
| UMR, INC. | 39-1995276 | — | NONE | $81K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $20K | — |
| WILMINGTON TRUST | 51-0055023 | — | NONE | $10K | — |
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.
