| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS | 53-0257019 | COLUMBIA, MD | NONE | $242K | — |
| AMERICAN HEALTH HOLDING | — | NEW ALBANY, OH | NONE | $29K | — |
| MOONEY GREEN BAKER AND SAINDON | 52-1958229 | — | NONE | $28K | — |
| CALIBRE CPA GROUP | 47-0900880 | BETHESDA, MD | NONE | $21K | — |
| BOLTON PARTNERS | — | BALTIMORE, MD | NONE | $19K | — |
| CAPITAL ONE | — |
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.
| MCLEAN, VA |
| NONE |
| $12K |
| — |
