| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | BROKERAGE | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0239892 | — | NONE | $22K | — |
| O'SULLIVAN ASSOCIATES, INC. | 20-8199369 | — | NONE | $19K | — |
| TEAL, BECKER & CHIARAMONTE CPAS PC | 14-1624930 | — |
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 |
| $13K |
| — |
| ROBECO BOSTON PARTNERS | 13-5521910 | — | NONE | $13K | — |
| WINSLOW LARGE CAP GROWTH | 47-0875103 | — | NONE | $12K | — |
| BARNES, IACCARINO, & SHEPHERD | 26-3858697 | — | NONE | $8K | — |
| SGA INTERNATIONAL | 20-4414459 | — | NONE | $5K | — |
