| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPTUM RX | 33-0441200 | — | NONE | $36K | — |
| S.M. ESPOSITO & COMPANY, P.C. | 06-1298465 | — | NONE | $26K | — |
| ROBERT M. CHEVERIE & ASSOCIATES | 06-1335139 | — | NONE | $10K | — |
| ALLEGIANT RX | 02-6015031 | MANCHESTER, NH | NONE | $0 | — |
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.
