| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $78K | — |
| THE SEGAL CO.(SOUTHEAST STATES)INC. | 13-2619259 | — | NONE | $74K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $67K | — |
| WILLIG, WILLIAMSON & DAVIDSON | 23-2416488 | — | NONE | $25K | — |
| BEACON COMMUNICATIONS | 20-1613737 | — | NONE | $21K | — |
| SEGALL BRYANT & HAMILL |
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.
| 41-1788385 |
| — |
| NONE |
| $17K |
| — |
| CLEMENT RIVERS LLP | 57-0471590 | — | NONE | $5K | — |
| MARSH USA INC. | — | GREENVILLE, SC | NONE | $0 | — |
