| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL WORKERS LOC #19 PENSION | 23-1494364 | — | RELATED PARTY | $427K | — |
| CHARTWELL INVESTMENT PARTNERS LLC | 36-4776242 | — | NONE | $22K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $11K | — |
| TD BANK N.A. | 01-0137770 | — | NONE | $10K | — |
| THE MCKEOGH COMPANY | 23-3003375 | — | NONE | $7K | — |
| PRINCIPAL CUSTODY SOLUTIONS |
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.
| 42-1520346 |
| — |
| NONE |
| $6K |
| — |
| SPEAR WILDERMAN | 23-2749511 | — | NONE | $6K | — |
| SUSANIN, WIDMAN & BRENNAN | 23-2265950 | — | NONE | $6K | — |
