| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERANZE, KATZ & GAUDIOSO PC | 23-2419899 | — | NONE | $75K | — |
| PHILA JOINT BOARD WORKERS UNITED | 23-0971735 | — | RELATED PARTY | $35K | — |
| PERSHING ADVISOR SOLUTIONS LLC | 83-0437353 | — | NONE | $26K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $14K | — |
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.
