| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $54K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $46K | — |
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $45K | — |
| INSIGHT INVESTMENT | 82-0983489 | — | NONE | $44K | — |
| SLEVIN & HART PC | 52-1708613 | — | NONE | $39K | — |
| BOLTON PARTNERS NORTHEAST, INC |
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.
| 27-3666661 |
| — |
| NONE |
| $38K |
| — |
