| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | ROCHESTER, NY | NONE | $38K | — |
| SLC MANAGEMENT | 26-3730703 | WELLESLEY HILLS, MA | NONE | $23K | — |
| FREED MAXICK | 45-4051133 | BUFFALO, NY | NONE | $13K | — |
| NORTHERN TRUST | 36-1561860 | CHICAGO, IL | NONE | $12K | — |
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.
