| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN AND BROWN OF WA | 91-0378940 | — | NONE | $143K | — |
| VIMLY BENEFIT SOLUTIONS | 91-1603312 | — | NONE | $27K | — |
| MEDICAL SOCIETY HEALTHCARE TRUST | — | PHOENIX, AZ | NONE | $21K | — |
| ANASTASI, MOORE & MARTIN, PLLC | 20-8149084 | — | NONE | $13K | — |
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.
