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 |
|---|
| CONGRESS ASSET MANAGEMENT COMPANY | 04-2848965 | — | NONE | $896K | — |
| MPC CAPITAL ADVISORS, LLC | 27-2136582 | — | NONE | $161K | — |
| SILVERCREST ASSET MANAGEMENT GROUP | 13-4194623 | — | NONE | $154K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | INVESTMENT MANAGER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $250K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PITTA, LLP | 26-3852082 | — | ATTORNEY | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPIRE HEALTHCHOICE ASSURANCE INC | 23-7391136 | — | NONE | $2.4M | — |
| PROSKAUER ROSE, LLP | 13-1840454 | — | NONE | $549K | — |
| WILLIAM FARANDA | 13-6674743 | — | EMPLOYEE | $273K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $261K | — |
| SANDRA CHIN | 13-6674743 | — | EMPLOYEE | $211K | — |
| SELEDENT, INC. | 11-3310187 | — | NONE | $208K | — |
| DEREK DAVIS | 13-6674743 | — | EMPLOYEE | $204K | — |
| ANNETTE HASSELL | 13-6674743 | — | EMPLOYEE | $119K | — |
| MABEL LAU | 13-6674743 | — | EMPLOYEE | $107K | — |
| PREMIER TECHNOLOGY SOLUTIONS INC | 13-3933805 | — | NONE | $85K | — |
| MARGARITA IONESCU | 13-6674743 | — | EMPLOYEE | $77K | — |
| JUDITH LOZANO | 13-6674743 | — | EMPLOYEE | $73K | — |
| JP MORGAN CHASE | 13-4994650 | — | NONE | $64K | — |
| KMR SYSTEMS CORPORATION | 13-3192128 | — | NONE | $61K | — |
| MILIAGROS RIVERA | 13-6674743 | — | EMPLOYEE | $54K | — |
| DATAPRISE, INC | 52-1920434 | — | NONE | $48K | — |
| OPTUM RX | 33-0441200 | — | NONE | $39K | — |
| SARAH COLE | 13-6674743 | — | EMPLOYEE | $37K | — |
| SAMANTHA KEELER | 13-6674743 | — | EMPLOYEE | $25K | — |
| PATRICK ANDERSEN | 13-6674743 | — | EMPLOYEE | $21K | — |
| JOSE BAIRES MEDRANO | 13-6674743 | — | EMPLOYEE | $17K | — |
| GREATLAND CORPORATION | 38-2099803 | — | NONE | $12K | — |
| KAI-HSIN ROSA CHAN | 13-6674743 | — | EMPLOYEE | $7K | — |
| KINLY INC | 20-2788939 | — | NONE | $6K | — |
| CLOUDFIRST | 52-2352707 | — | NONE | $5K | — |
| SEGAL SELECT INSURANCE SERVICES | 46-0619194 | — | NONE | $0 | — |
