| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $49K | — |
| LION STREET ADVISORS, LLC | 80-0946231 | — | N/A | $44K | — |
| YOUNT, HYDE, BARBOUR, P.C. | 54-1149263 | — | N/A | $17K | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | N/A | $12K | — |
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.
