| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROMPTON SERVICES | 27-2237989 | — | INVESTMENT MANAGEMENT | $68K | — |
| BLOOMBERG FINANCE | 06-1818168 | — | INVESTMENT ADVISOR | $32K | — |
| JANNEY MONTGOMERY SCOTT | — | NEW YORK, NY | INVESTMENT MANAGEMENT | $30K | — |
| THE BENEFIT PRACTICE | 56-0906609 | — | PENSION ACTUARIAL | $30K | — |
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.
