| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | AUDITOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN WEISS AND SIMON LLP | 13-1592323 | — | LEGAL COUNSEL | $9K | — |
| 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.
| STACEY BRAUN | 13-2889432 | — | NONE | $134K | — |
| THE SEGAL COMPANY (EASTERN STATES) | 13-1835864 | — | NONE | $69K | — |
| MD SASS ASSOCIATES, INC. | 13-2704843 | — | NONE | $46K | — |
| LISA GASTON | 13-5505746 | — | EMPLOYEE | $44K | — |
| JODIANNE O'TOOLE | 13-5505746 | — | EMPLOYEE | $41K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $28K | — |
| US BANK N.A. | 31-2646110 | — | NONE | $19K | — |
