| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 53-0257019 | COLUMBIA, MD | NONE | $170K | — |
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | WASHINGTON, DC | NONE | $54K | — |
| NAT'L CAPITAL ADMIN SERVICES, INC | — | FAIRFAX, VA | NONE | $39K | — |
| AMERICAN HEALTH HOLDING | — | NEW ALBANY, OH | NONE | $35K | — |
| PNC CAPITAL ADVISORS, LLC | 25-1511909 | CLEVELAND, OH | NONE | $28K | — |
| CALIBRE CPA GROUP, PLLC |
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.
| 20-8078757 |
| BETHESDA, MD |
| NONE |
| $20K |
| — |
| BOLTON PARTNERS | — | BALTIMORE, MD | NONE | $18K | — |
| SEGAL SELECT INSURANCE | — | NEW YORK, NY | NONE | $7K | — |
