| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXETER TRUST COMPANY | 52-2155496 | — | NONE | $412K | — |
| MERCER HEALTH AND BENEFITS LLC | 13-1834414 | — | NONE | $36K | — |
| CIGNA HEALTH AND LIFE INS. CO. | 59-1031071 | — | NONE | $21K | — |
| GRANT THORNTON | 36-6055558 | — | NONE | $18K | — |
| FLORES AND ASSOCIATES | 56-1542307 | — | NONE | $17K | — |
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.
