| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INS COMPANY | 59-1031071 | — | ASO | $3.8M | — |
| KILPATRICK TOWNSON | 58-0511774 | — | NONE | $246K | — |
| GRAND ROUNDS | 45-3580052 | — | NONE | $246K | — |
| SMITH & HOWARD | 58-1250486 | — | NONE | $84K | — |
| WEX | 06-1593514 | — | NONE | $31K | — |
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.
