| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUANTUM FINANCIAL STRATEGIES, INC | 13-4017745 | — | NONE | $93K | — |
| FUIMAN MOGILA LLP | 93-1652658 | — | NONE | $78K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $31K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $31K |
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.
| — |
| QUEST INVESTMENT MANAGER | 93-0880854 | — | NONE | $9K | — |
| COMPLIANCE VERIFICATION, INC. | 26-2336426 | — | NONE | $7K | — |
