| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON TRUST WALDEN COMPANY | 04-2273811 | — | INVESTMENT MANAGER | $19K | — |
| FIRST STATE | 13-3124172 | — | INVESTMENT MANAGER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARA ADAMITES | — | WESTFIELD, MA | PLAN ADMINISTRATOR | $7K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPIER, DILLON & ASSOCIATES, P.C. | 32-0004585 | — | AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKEOGH COMPANY | — | WEST CONSHOHOCKEN, PA | ACTUARY | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ROITMAN LLP | — | BOSTON, MA | ATTORNEY | $5K | — |
