| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $14K | — |
| MORRISON COHEN | 13-3205994 | NEW YORK, NY | NONE | $12K | — |
| CLIFTONLARSONALLEN | 41-0746749 | ARLINGTON, VA | NONE | $9K | — |
| AEGIS FIDUCIARY SERVICES LLC | 82-1593389 | COVINGTON, GA |
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.
| NONE |
| $6K |
| — |
| PNC BANK | 22-1146430 | PITTSBURGH, PA | NONE | $6K | — |
| HIRSCHLER FLEISCHER | 54-1438598 | TYSONS, VA | NONE | $2K | — |
