| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON ADMINISTRATORS | 83-1544721 | — | NONE | $275K | — |
| CAREFIRST OF MARYLAND | 52-1330940 | — | NONE | $185K | — |
| SEGAL COMPANY | 13-1835864 | — | NONE | $67K | — |
| O'DONOGHUE & O'DONOGHUE | 53-0120528 | — | NONE | $56K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $40K | — |
| CHARTWELL | 23-2891243 | — |
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.
| NONE |
| $24K |
| — |
| DELTA DENTAL OF PENNSYLVANIA | 23-1667011 | — | NONE | $21K | — |
| BOYD WATTERSON ASSET MNGMT, LLC | 34-1922005 | — | NONE | $19K | — |
| CVS CAREMARK | 05-0494040 | — | NONE | $15K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $13K | — |
| US BANK N.A. | 31-0841368 | — | NONE | $13K | — |
| INVESTMENT PERFORMANCE SERVICES | 36-3555078 | — | NONE | $8K | — |
