| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | — | NONE | $1.6M | — |
| EMPLOYEE 1 | 84-0456274 | — | NONE | $279K | — |
| EMPLOYEE 3 | 84-0456274 | — | NONE | $128K | — |
| EMPLOYEE 4 | 84-0456274 | — | NONE | $104K | — |
| EMPLOYEE 2 | 84-0456274 | — | NONE | $101K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $74K |
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.
| — |
| SEGAL CONSULTING | 94-1503999 | — | NONE | $68K | — |
| SPENCER FANE LLP | 44-0561981 | — | NONE | $60K | — |
| WEX HEALTH INC. | — | WEST FARGO, ND | NONE | $37K | — |
| RICHMOND CAPITAL MANAGEMENT, INC | 54-1288544 | — | NONE | $33K | — |
| INNOVEST PORTFOLIO SOLUTIONS LLC | 84-1612955 | — | NONE | $25K | — |
| ORRANGE POLITICAL STRATEGIES | 87-4401423 | — | NONE | $24K | — |
| SEGAL BRYANT & HAMILL | 35-2679129 | — | NONE | $24K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $12K | — |
