| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | AUDITOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY KANE, PLLC | 88-1989795 | — | LEGAL COUNSEL | $27K |
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.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAMMY TAMBURELLO | 51-6112573 | — | EMPLOYEE | $44K | — |
| KELLIANNE MCINNIS | 51-6112573 | — | EMPLOYEE | $33K | — |
| TEAMSTER CENTER SERVICES | 13-1964856 | — | NONE | $15K | — |
| MORGAN STANLEY SMITH BARNEY, LLC | 20-8764829 | — | NONE | $8K | — |
| O'SULLIVAN ASSOCIATES INC. | 20-8199367 | — | NONE | $5K | — |