| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD BANK | — | CHERRY HILL, NJ | CUSTODIAN | $58K | — |
| MORGAN STANLEY | 13-2655998 | — | CUSTODIAN | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS, INC | 06-1504963 | — |
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.
| SERVICE PROVIDER |
| $260K |
| — |
| PENCHECKS | 33-6134835 | — | SERVICE PROVIDER | $13K | — |
