| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANNIBLE & MCKEE, LLP | 33-0996661 | SYRACUSE, NY | NONE | $34K | — |
| HAYLOR, FREYOR, & COON | 15-0547748 | SYRACUSE, NY | PLAN SPONSOR | $33K | — |
| TRANSITION FINANCE STRATEGIES | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $24K | — |
| ISAACKS & ASSOCIATES | 76-0624733 | TOMBALL, TX | NONE | $8K | — |
| LPL FINANCIAL | 27-4171978 | SAN DIEGO, CA | NONE | $3K | — |
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.
