| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICE | 01-6215776 | — | NONE OTHER THAN CONTRACT | $120K | — |
| WELLESLEY | — | WELLESLEY, MA | NONE OTHER THAN CONTRACT | $42K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE OTHER THAN CONTRACT | $36K | — |
| BALDWIN MOFFITT BEHM LLP |
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.
| 46-4370753 |
| — |
| NONE OTHER THAN CONTRACT |
| $23K |
| — |
| WCM | — | LAGUNA BEACH, CA | NONE OTHER THAN CONTRACT | $17K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $16K | — |
| SEGAL SELECT INSURANCE | 46-0614919 | — | NONE OTHER THAN CONTRACT | $6K | — |
