| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANNERS & ASSOCIATES, INC. | — | PITTSBURGH, PA | NONE | $45K | — |
| TURNBULL, HOOVER, & KAHL, P.A. | 52-1518807 | CUMBERLAND, MD | NONE | $25K | — |
| BATOFF ASSOCIATES, PA | 52-1667847 | BALTIMORE, MD | NONE | $18K | — |
| SERVE YOU RX MANAGEMENT | 39-1735466 | MILWAUKEE, WI | NONE | $18K | — |
| STANDARD VALUATION | 41-1327339 | ST. PAUL, MN | NONE | $12K | — |
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.
