| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | NEW YORK, NY | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFITS ADMINISTRATORS | 62-1116095 | GOODLETTSVILE, TN |
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 |
| $335K |
| — |
| LOOMIS SAYLES TRUST COMPANY, LLC | 04-3200030 | BOSTON, MA | NONE | $77K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | CORAL GABLES, FL | NONE | $40K | — |
| VENABLE LAW FIRM, P.A | 59-2482032 | TAMPA, FL | NONE | $18K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 | ATLANTA, GA | NONE | $15K | — |
