| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON BLUE CROSS BLUE SHIELD | 22-0999690 | — | NONE | $176K | — |
| RSDA-LOCAL 108 | 22-1171648 | — | RELATED LABOR UNION | $133K | — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | NONE | $37K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $22K | — |
| M.D. SASS, LLC | 13-2703405 | — | NONE | $22K | — |
| CARY KANE LLP | 20-1942442 |
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.
| — |
| NONE |
| $13K |
| — |
| OXFELD COHEN, PC | 01-0725849 | — | NONE | $12K | — |
| DDS INC | 11-2795347 | — | NONE | $11K | — |
| GIANNESCHI CONSULTING, LLC | 45-0885176 | — | NONE | $9K | — |
| SUMMIT ACTUARIAL SERVICES LLC | 20-6838633 | — | NONE | $8K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1520346 | — | NONE | $8K | — |
