| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARPUS INVESTMENT MGMT | 16-1290558 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | NONE | $159K | — |
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.
| ROOFERS LOCAL #22 WELFARE FUND |
| 23-7381527 |
| — |
| CLERICAL SERVICESS |
| $128K |
| — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $30K | — |
| BOLTON PARTNERS | 27-3666661 | — | NONE | $26K | — |
| ROBERT PIZZO, ESQ. | 82-0553395 | — | NONE | $14K | — |