| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1928058 | BOSTON, MA | NONE | $77K | — |
| WARD FISHER & CO LLP | 05-0234540 | WARWICK, RI | NONE | $60K | — |
| KIERNAN, PLUNKETT & REDIHAN | 05-0404370 | PROVIDENCE, RI | NONE | $13K | — |
| SEGAL ROGERSCASEY | 13-2646110 | BOSTON, MA | NONE | $10K | — |
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.
