| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMI HEALTH | 87-0189237 | — | N/A | $2.8M | — |
| MILLMAN | 91-0189237 | — | N/A | $310K | — |
| GRADIENT | 83-1032918 | — | N/A | $185K | — |
| HEALTH BENEFIT DESIGNS | 87-0508769 | — | N/A | $72K | — |
| WAKELY | 38-2599727 | — | N/A | $68K | — |
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.
