| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FABIAN BYRN LLC | 25-1914887 | — | NONE | $150K | — |
| SEGALL BRYANT HAMILL | 35-2679129 | — | NONE | $94K | — |
| LISA CERBES | 16-6114794 | — | EMPLOYEE | $71K | — |
| CHEIRON | 13-4215617 | — | NONE | $64K |
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.
| — |
| BREDHOFF & KAISER PLLC | 52-0969534 | — | NONE | $52K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $48K | — |
| AMALGAMATED BANK OF CHICAGO | 36-0721895 | — | NONE | $16K | — |
