| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORPORATE BENEFITS SERVICES, INC. | 56-1167792 | CHARLOTTE, NC | NONE | $75K | — |
| HAROLD W. WELLS & SONS, INC. | 56-0957752 | WILMINGTON, NC | NONE | $49K | — |
| PAYER COMPASS, LLC | 46-2047081 | BOSTON, MA | NONE | $27K | — |
| TELADOC HEALTH INC. | 04-3705970 | DALLAS, TX | NONE | $6K | — |
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.
