| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | N/A | $1.3M | — |
| DOUGLASS WINTHROP | 13-4085380 | — | N/A | $340K | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | NEWPORT BEACH, CA | N/A | $325K | — |
| CLEARSTEAD ADVISORS, LLC | 87-3258080 | — | N/A | $200K | — |
| KEY TRUST | 34-0797057 | — | N/A | $145K | — |
| COLUMBIA ASSET MANAGEMENT | 94-1687665 |
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.
| — |
| N/A |
| $68K |
| — |
| BDO | 13-5381590 | — | N/A | $38K | — |
| ALPHAGRAPHICS STRONGSVILLE | 84-4057000 | STRONGSVILLE, OH | N/A | $7K | — |
| THE BERWYN GROUP | 34-1672337 | INDEPENDENCE, OH | N/A | $5K | — |
