| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD INVESTMENTS | 23-1945390 | VALLEY FORGE, PA | NONE | $1.8M | — |
| BBP OF DVI | 23-1939024 | PHILADELPHIA, PA | NONE | $249K | — |
| ANTHONY M PONTARELLIA CPA LLC | 32-0048632 | NEWTOWN, PA | NONE | $40K | — |
| THOMAS J MCGOLDRICK ESQ | 27-3228340 | COLLEGEVILLE, PA | NONE | $24K | — |
| O'DONOGHUE AND O'DONOGHUE LLP | 53-0120528 | WASHINGTON, DC | NONE | $6K | — |
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.
