| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC | 25-1211909 | — | CUSTODIAN | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | RECORDKEEPER/BOOKKEEPER | $56K | — |
| BLUERIDGE ESOP ASSOCIATES | 13-4238973 | — | RECORDKEEPER/BOOKKEEPER | $15K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMCB | 13-4994650 | — | INVESTMENT MANAGEMENT | $96K | — |
| SAWGRASS | 59-3488505 | — | INVESTMENT MANAGEMENT | $36K | — |
| MARINER INSTITUTIONAL LLC | 59-3676225 | — | INVESTMENT MANAGEMENT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIX PARTNERS | 38-3637158 | — | VALUATION SERVICES | $55K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | OTHER SERVICES | $25K | — |
