| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR | 23-1994976 | — | EMPLOYEE | $100K | — |
| MARKOWITZ & RICHMAN | 23-2111581 | — | NONE | $67K | — |
| LAW OFFICE OF ANDREW ROSEMAN | 20-5952694 | — | NONE | $67K | — |
| PATRICK COOPER, ESQ. | 92-2965964 | — | NONE | $50K | — |
| LAW OFFICES - JOSEPH L. LONDON | 23-3046221 | — | NONE | $41K | — |
| NUGENT LAW | 86-1180210 |
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 |
| $40K |
| — |
| SADEK LAW OFFICES, LLC | 26-0432114 | — | NONE | $34K | — |
| UNDERWOOD & MICKLIN, LLC | 22-3464127 | — | NONE | $24K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $22K | — |
| RAFFAELE & PUPPIO, LLP | 23-3018942 | — | NONE | $22K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $15K | — |
| MAX KRAMER ESQ | 33-1089528 | — | NONE | $11K | — |
| DIANA SCHIMMEL, ESQ. | 46-1408310 | — | NONE | $6K | — |
| MANEY GORDEN ZELLER, P.A. | 59-2090980 | — | NONE | $6K | — |
| MORGAN STANLEY | 36-3145972 | — | NONE | $5K | — |