| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | NONE | $1.0M | — |
| PARTNERS CAPITAL INV GRP, LLC | 81-4189609 | — | NONE | $555K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $74K | — |
| MORGAN STANLEY | 13-3480578 | — | NONE | $15K | — |
| BDG-CPAS | 22-2625944 | — | NONE | $14K | — |
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.
