| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | NONE | $258K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $24K | — |
| LARRY MAGARIK | 46-4963823 | — | NONE | $20K | — |
| COHEN WEISS & SIMON LLP | 13-1592323 | — | NONE | $7K | — |
| PNC BANK | 25-1211909 | — | NONE | $6K | — |
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.
