| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED ADMINISTRATIVE SERVICES | 94-1749354 | — | NONE | $630K | — |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | 95-4331852 | — | NONE | $259K | — |
| WITHUM SMITH & BROWN | 22-2027092 | — | NONE | $154K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $104K | — |
| ASCENDANT HEALTHCARE | 26-3768186 | — | NONE | $67K | — |
| SMART SOURCE LLC |
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.
| 30-0830429 |
| — |
| NONE |
| $41K |
| — |
| INEICH & COMPANY, LLP | 56-2552172 | — | NONE | $25K | — |
| CHARLES SCULLY II | 94-2690827 | — | NONE | $24K | — |
| US BANK, N.A. | 31-0841368 | — | NONE | $20K | — |
| GARCIA HAMILTON & ASSOCIATES | 76-0589652 | — | NONE | $16K | — |
| PENSION EVALUATION, INC. | 11-2503982 | — | NONE | $10K | — |
| WEALTH ENHACEMENT GROUP | 75-3100788 | — | NONE | $9K | — |
