| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH | 52-1590516 | — | NONE | $447K | — |
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | NONE | $444K | — |
| VIRGIN PULSE | 20-2547480 | — | NONE | $97K | — |
| STACEY BRAUN ASSOCIATES INC | 13-2889432 | — | NONE | $96K | — |
| LACHER AND ASSOCIATES | — | SOUDERTON, PA | NONE | $66K | — |
| DELTA DENTAL OF DELEWARE, INC | 51-0228088 |
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.
| — |
| NONE |
| $49K |
| — |
| PNC BANK, N.A | 25-1211909 | — | NONE | $35K | — |
| YOUNG CONAWAY STARGATT & TAYLOR LLP | 51-0082644 | — | NONE | $35K | — |
| SEGAL CONSULTING | 13-1835864 | — | NONE | $32K | — |
| PERSONAL ASSISTANCE SERVICES | — | SAINT LOIUS, MO | NONE | $22K | — |
| SAV-RX | 86-1323040 | — | NONE | $19K | — |
| HOLROYD GELMAN, P.C. | 92-2604351 | — | NONE | $17K | — |
| DANIEL A. WINTERS | 23-2586736 | — | NONE | $12K | — |
| J.A MARIANO AGENCY, INC | 22-2280590 | — | NONE | $11K | — |
| NATIONAL VISION ADMINISTRATORS | 74-3033381 | — | NONE | $5K | — |
| RBC WEALTH MGMT | 23-2384840 | — | NONE | $5K | — |
