| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | 13-5674085 | — | SERVICES RELATED | $142K | — |
| THE SEGAL COMPANY | 13-1385864 | — | SERVICES RELATED | $54K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 | — | SERVICES RELATED | $27K | — |
| LERNER LAW FIRM AND ASSOCIATES | 27-3629002 | — | SERVICES RELATED | $18K | — |
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.
