| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FINNER & SMITH | — | JACKSONVILLE, FL | INVESTMENT ADVISOR | $33K | — |
| GREAT-WEST LIFE & ANNUITY INS. | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STALKER & ASSOCIATES | 23-2756743 | NEWTOWN, PA | CONTRACT ADMIN | $8K | — |
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 |
|---|---|---|---|---|---|
| WITHUM SMITH & BROWN, PC | 22-2027092 | PRINCETON, NJ | AUDITOR | $5K | — |
