| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARD, FISHER, & CO | 05-0234540 | — | NONE | $81K | — |
| RODIO & URSILLO | 05-0398359 | — | NONE | $33K | — |
| MEKETA INVESTMENT GROUP | 04-2659023 | — | NONE | $31K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $18K | — |
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.
| ROBERT M. CHEVERIE & ASSOC., P.C. |
| 06-1335139 |
| — |
| NONE |
| $10K |
| — |
