| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $160K | — |
| BLUE CROSS BLUE SHIELD | 71-0246079 | — | NONE | $69K | — |
| NEEDLES & ASSOCIATES, LLC | 51-0435869 | — | NONE | $37K | — |
| RBC | 41-1416330 | — | NONE | $31K | — |
| ROBEIN, URANN, SPENCER, PICARD AND | 72-0999672 | — | NONE | $22K | — |
| INETICO, LLC DBA VALENZ |
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.
| 36-4869660 |
| — |
| NONE |
| $19K |
| — |
| OSBORN, CARREIRO & ASSOICATES, INC | 71-0631123 | — | NONE | $7K | — |
