| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APEX BENEFITS SERVICES, LLC | 34-1961463 | — | N/A | $3.9M | — |
| CONSOLIPLEX CBA LLC | 32-0580147 | — | N/A | $416K | — |
| FORMFIRE | 20-4039399 | — | N/A | $58K | — |
| MALONEY + NOVOTNY LLC | 34-0677006 | — | N/A | $35K | — |
| NAVIA BENEFIT SOLUTIONS | 91-1467758 | — | N/A | $34K | — |
| OPTUM | 41-1858498 | — |
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.
| N/A |
| $8K |
| — |
| PNC FINANCIAL SERVICES | 25-1197336 | — | N/A | $6K | — |
