| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PF RE, INC. | 83-2330008 | — | NONE | $1.6M | — |
| BUSINESS PLANNING CONCEPTS, INC. | 59-2442511 | — | NONE | $785K | — |
| AETNA | 06-6033492 | — | NONE | $405K | — |
| CONCORD MANAGEMENT RESOURCES |
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.
| 82-2339246 |
| — |
| NONE |
| $246K |
| — |
| GREENBERG TRAURIG P.A. | 59-1270754 | — | NONE | $174K | — |
| HEALTH CARE PLAN INSURANCE SERVICES | 95-4475799 | — | NONE | $146K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $54K | — |
| STRATEGIC UNDERWRITING SOLUTIONS | 20-5848687 | — | NONE | $53K | — |
| WINDSOR STRATEGY PARTNERS, INC. | 81-0912547 | — | NONE | $48K | — |
