| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I.E. SHAFFER & CO. | 22-1750854 | — | NONE | $41K | — |
| FIRST ACTUARIAL CONSULTING, INC. | 26-3842522 | — | NONE | $29K | — |
| LARRY MAGARIK, ESQ. | 46-4963823 | — | INDEPENDENT FIDUCIARY | $26K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — |
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 |
| $20K |
| — |
| SEGALL BRYANT & HAMILL | 41-1788385 | — | NONE | $19K | — |
| COHEN, WEISS AND SIMON, LLP | 13-1592323 | — | NONE | $9K | — |
