| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | NONE | $26K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $8K | — |
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | INVESTMENT MGR | $7K | — |
| JOSEPH W. MCCARTHY & ASSOCIATES | 16-1120588 | — | NONE | $5K | — |
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.
