| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BENEFIT SERVICES, LLC | 91-1619527 | — | INSURANCE AGENT/BROKER | $1.1M | — |
| L/P INSURANCE SERVICES LLC | — | RENO, NV | INSURANCE AGENT | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPK & ASSOCIATES, INC. | 91-1947441 | — | PLAN ADMINISTRATOR | $396K | — |
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 |
|---|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 91-1301672 | — | ACCOUNTANT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN S. CONNIFF, PLLC | 20-3527112 | — | LAWYER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CHOICE HEALTH | 91-1272766 | — | EMPLOYEE ASSISTANCE | $39K | — |
| CAPITAL BENEFIT SERVICES, LLC | 91-1619527 | — | HR, COMPLIANCE ASSISTANCE | $7K | — |
