| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RHUMBLINE ADVISORS | 04-3118582 | — | NONE | $32K | — |
| DUCENTA SQUARED ASSET MANAGEMENT | 85-0584508 | — | NONE | $28K | — |
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 |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP | 47-0900880 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEA MEMBER BENEFITS | 52-0855767 | — | NEA IS SOLE MEMBER | $27.9M | — |
| PEARL INSURANCE GROUP LLC | 88-2137818 | — | NONE | $9.2M | — |
| SAVI SOLUTION PBC | 81-2750411 | — | NONE | $355K | — |
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE | $294K | — |
| BNY MELLON ASSET SERVICING | 13-5160382 | — | NONE | $182K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $100K | — |
| MOONEY, GREEN, SANDON ET AL PC | 52-1958229 | — | NONE | $96K | — |
| MARSH USA | 36-1436000 | — | NONE | $50K | — |
| ABLETO, INC | 46-2468224 | — | NONE | $30K | — |
| SMITH AFFLIATED | 13-3100579 | — | NONE | $29K | — |
