| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS | — | — | ACTURIAL | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANKS,FINLEY,WHITE&CO. | — | — | AUDITOR | $28K | — |
| EVANS PETREE | — | — | ACCOUNTING | $18K | — |
| XPONANCE (PIEDMONT) | — | — | ACCOUNTING | $10K |
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.
| — |
| FOUTS & MORGAN CPA | — | — | ACCOUNTING | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOYLE INS. AGENCY | — | — | INSURANCE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | — | — | CONSULTING | $75K | — |
| WASATCH ADVISORS | — | — | FIDUCIARY | $52K | — |
| BANK OF AMERICA | — | — | FIDUCIARY | $32K | — |
| NEW SOUTH CAP MGMT | — | — | FIDUCIARY | $11K | — |
