| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | 39-1995276 | LEXINGTON, KY | NONE | $104K | — |
| USI INSURANCE SERVICES | — | LEXINGTON, KY | NONE | $75K | — |
| LEDBETTER PARTNERS LLC | 03-0599899 | CINCINNATI, OH | NONE | $32K | — |
| MELISSA LOGAN | — | ASHLAND, KY | NONE | $28K | — |
| STANDARD VALUATIONS | 41-1327339 | ST. PAUL, MN | NONE | $17K | — |
| FRANK N HESTAND CPA PSC | 61-1336870 |
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.
| LEXINGTON, KY |
| NONE |
| $8K |
| — |
| FLORES & ASSOCIATES | — | ALLEN PARK, MI | — | $6K | — |
| OSBORN CARRIERO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AK | NONE | $5K | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 61-1237516 | ATLANTA, GA | NONE | $0 | — |
