| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | NONE | $266K | — |
| DELTA DENTAL | 04-6143185 | — | NONE | $190K | — |
| THE SEGAL COMPANY | 13-1928058 | — | NONE | $66K | — |
| NATIXIS INVESTMENT MANAGERS | 04-3398261 | — | NONE | $45K | — |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 20-1723529 | — | NONE | $43K | — |
| ANCHOR CAPITAL ADVISORS, INC |
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.
| 04-2801194 |
| — |
| NONE |
| $35K |
| — |
| SEGAL ROITMAN, LLP | 04-2489114 | — | NONE | $21K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $14K | — |
