| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC BENEFITS ADVISORS INC | 03-0415817 | — | ACTUARIAL | $62K | — |
| MORGAN STANLEY | 11-3658445 | — | INVESTMENT MANAGER | $47K | — |
| SAGE INVESTMENT ADVISORS | 74-2798841 | — | INVESTMENT MANAGER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EC BARRETT LLC | 93-2107924 |
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.
| — |
| CPA/AUDITOR |
| $6K |
| — |
