| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M & T INVESTMENT GROUP | 16-0538020 | BUFFALO, NY | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVASTA AND COMPANY INC | 13-3879959 | NEW YORK, NY | TPA | $426K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| INVESCO ADVISERS | 58-1707262 | ATLANTA, GA | NONE | $49K | — |
| O'SULLIVAN ASSOCIATES INC | 20-8199367 | CHERRY HILL, NJ | NONE | $47K | — |
| SAMUEL GOLDSTEIN & CO., P.C. | 11-2478817 | GREAT NECK, NY | NONE | $40K | — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | NEW YORK, NY | NONE | $36K | — |
| INVESTMENT CONSULTING SERVICES LLC | 32-0016703 | OAK BROOK, IL | NONE | $22K | — |
