| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $19K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHC OF MID-ATLANTIC | — | COLUMBIA, MD | NONE | $420K | — |
| HMC HEALTHWORKS | 75-3189468 | — | NONE | $123K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $46K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $32K | — |
| FORREST T JONES & CO | 26-3323202 | — | NONE | $31K | — |
