| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE GREENE GROUP | 63-0803591 | — | NONE | $16K | — |
| PKF O'CONNOR DAVIES, LLP | 27-1728945 | — | NONE | $11K | — |
| WINSTON & STRAWN LLP | — | NEW YORK, NY | NONE | $10K | — |
| UNION BANK | — | MORRISVILLE, VT | NONE | $9K | — |
| CREATIVE PLAN DESIGNS | 11-2515970 | — | 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.
