| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUSANIN, WIDMAN & BRENNAN, PC | 23-2265950 | — | COUNSEL FOR ASSOCIATED | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUOE LOCAL 825 WELFARE FUND | 22-6033381 | — | AFFILIATE | $304K | — |
| CHARTWELL INVESTMENT PARTNERS | 36-4776242 | — | NONE | $121K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS |
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.
| 13-3257590 |
| — |
| NONE |
| $55K |
| — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $32K | — |
| INVESTMENT PERFORMANCE SERVICES LLC | 58-2432390 | — | NONE | $16K | — |
| DECOTIIS, FITZPATRICK, COLE & GIBLI | 31-1425096 | — | NONE | $6K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $6K | — |
