| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUEST INVESTMENT MANAGEMENT INC. | 93-0880854 | — | NONE | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| REGENCE BLUECROSS BLUESHIELD OF OR | 93-0238155 | — | NONE | $365K | — |
| SEGAL CO | 94-1503999 | — | NONE | $167K | — |
| BENESYS INC. | 38-2383171 | — | NONE | $146K | — |
| MODA | 93-2438772 | — | NONE | $69K | — |
| SMART SOURCE LLC | — | WEST PALM BEACH, FL | NONE | $62K | — |
| JOSEPH L. REINHART, PC | 93-1162180 | — | NONE | $53K | — |
| VISION SERVICE PLAN | 93-0639517 | — | NONE | $14K | — |
| PLATFORM CPAS | 93-1015766 | — | NONE | $11K | — |
| MILLIMAN | 93-0675641 | — | NONE | $10K | — |
| WELLS FARGO BANK, N.A | — | PORTLAND, OR | NONE | $8K | — |
| U.S. BANK, NA | 41-6271370 | — | NONE | $7K | — |
| HEALTH EQUITY | — | LEXINGTON, KY | NONE | $5K | — |
