| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA INC | 26-3811485 | DENVER, CO | CONSULTANT | $62K | — |
| RBC WEALTH MANAGEMENT | — | DALLAS, TX | INVESTMENT MANAGEMENT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR | — | WAUSAU, WI | CONTRACT ADMINISTRATOR | $142K | — |
| COX, HOLSTED, & DIMICK | — | OKLAHOMA CITY, OK | CONTRACT ADMINISTRATOR |
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.
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRYAN, LITTLE, HALEY, & KENT PC | 73-0941849 | BARTLESVILLE, OK | AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0781676 | OKLAHOMA CITY, OK | ATTORNEY | $16K | — |
