| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWYERS INSURANCE AGENCY | 56-1434415 | — | NONE | $2.0M | — |
| BENEFITFOCUS | 57-1099948 | — | NONE | $262K | — |
| SCOTT INSURANCE | 54-0372970 | — | NONE | $68K | — |
| JOHNSON LAMBERT | 52-1446779 | — | NONE | $54K | — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | NONE | $38K | — |
| RUDD AND WISDOM | 74-1896655 |
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 |
| $33K |
| — |
| PRIMEPAY LLC | 03-0608841 | — | NONE | $32K | — |
| OAK HARBOR WEALTH PARTNERS | 85-3479009 | — | NONE | $26K | — |
| ALPHAGRAPHICS | 27-5218159 | — | NONE | $21K | — |
| BROOKS PIERCE MCLENDON | 56-0561489 | — | NONE | $18K | — |
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | NONE | $17K | — |
| MZQ CONSULTING | 38-4010278 | — | NONE | $16K | — |
| TRIUNE TECHNOLOGIES INC. | 30-0057733 | — | NONE | $12K | — |
