| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | RED BANK, NJ | NONE | $36K | — |
| PREMIER ACTUARIAL SOLUTIONS | 26-1722072 | WEST PALM BEACH, FL | NONE | $26K | — |
| ASCENSUS, LLC | 82-3719843 | DRESHER, PA | NONE | $7K | — |
| MORGAN LEWIS, BOCKIUS LLP | 23-0891050 | PHILADELPHIA, PA | NONE | — | — |
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.
