| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS, INC. | 13-2646110 | — | NONE | $10K | — |
| Name | EIN | Location |
|---|
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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ANTHEM | 06-1475928 | — | NONE | $226K | — |
| SEGAL COMPANY | 13-1928058 | — | NONE | $78K | — |
| LABOR FIRST LLC | 06-1750191 | — | — | $71K | — |
| REID & REIGE PC | 06-0868204 | — | NONE | $61K | — |
| EMPLOYEE X | 06-6077019 | — | EMPLOYEE | $53K | — |
| EMPLOYEE Z | 06-6077019 | — | EMPLOYEE | $48K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $45K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $36K | — |
| EMPLOYEE W | 06-6077019 | — | EMPLOYEE | $32K | — |
| BOSTON TRUST & INVESTMENT | 04-2273811 | — | NONE | $19K | — |
| DELTA DENTAL | 22-1896118 | — | NONE | $16K | — |
| R.M. CHEVERIE & ASSOC | 06-1335139 | — | NONE | $13K | — |
| TRI-STATE EAP | — | BREWSTER, NY | NONE | $11K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $6K | — |
