| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | NONE | $36K | — |
| INTN'L HEAT& FROST LOCAL 26 PENSION | 16-6028820 | — | RELATED PARTY/SHARED EXP | $25K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $13K | — |
| ROBERT PIZZO, ESQ. | 82-0553395 | — | NONE | $7K | — |
| IA OF H&F INSULATORS LOCAL UNION 26 | 16-6093637 | — | RELATED PARTY | $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.
