| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT | 04-2848965 | — | NONE | $63K | — |
| WELLS FARGO ADVISORS, LLC | 13-6121370 | — | NONE | $55K | — |
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.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| DANIEL H. COOK ASSOCIATES, INC | 11-2424843 | — | CONTRACT ADMIN | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN, O'HARA & MILLS, LLP | 11-2940050 | — | ATTORNEY | $29K | — |
| LAW OFFICE OF STEVEN N. DAVI, PLLC | 82-4935807 | — | ATTORNEY | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | 13-1836864 | — | NONE | $47K | — |
| STACEY BRAUN ASSOCIATES, INC | 13-2889432 | — | NONE | $13K | — |
| AN AMERICAN COMPANY | — | LONG ISLAND CITY, NY | NONE | $7K | — |
