| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1835864 | — | NONE OTHER THAN CONTRACT | $44K | — |
| SOUTHWEST SERVICE ADMIN, INC | 86-6084210 | — | NONE OTHER THAN CONTRACT | $39K | — |
| BMO HARRIS | 36-2085229 | — | NONE OTHER THAN CONTRACT | $16K | — |
| ULRICH CONSULTING GROUP | 45-3972125 | — | NONE OTHER THAN CONTRACT | $12K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $11K | — |
| SPENCER FANE LLP |
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.
| — |
| PHOENIX, AZ |
| NONE OTHER THAN CONTRACT |
| $6K |
| — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE OTHER THAN CONTRACT | $6K | — |
