| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE OTHER THAN CONTRACT | $41K | — |
| SOUTHWEST SERVICE ADMIN, INC. | 86-6084210 | — | NONE OTHER THAN CONTRACT | $32K | — |
| BMO HARRIS | 36-2085229 | — | NONE OTHER THAN CONTRACT | $18K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE OTHER THAN CONTRACT | $13K | — |
| ULRICH CONSULTING GROUP | — | ALBUQUERQUE, NM | NONE OTHER THAN CONTRACT | $13K | — |
| BALDWIN MOFFITT BEHM 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.
| 46-4370753 |
| — |
| NONE OTHER THAN CONTRACT |
| $11K |
| — |
| SPENCER FANE LLP | — | PHOENIX, AZ | NONE | $5K | — |
