| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD GLORY ASSET MANAGEMENT | 90-0065134 | — | NONE | $63K | — |
| JOHN DULCZAK | 23-6527213 | — | EMPLOYEE | $53K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $50K | — |
| MORGAN STANLEY SMITH BARNEY | 13-2919773 | — | NONE | $40K | — |
| TD WEALTH MANAGEMENT | — | CHERRY HILL, NJ | NONE | $26K | — |
| SENTINEL REAL ESTATE CORPORATION | — |
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.
| NEW YORK, NY |
| NONE |
| $22K |
| — |
| BEACON ADMINISTRATORS & CONSULTANTS | — | MOUNT LAUREL, NJ | NONE | $17K | — |
| ATALANTA SOSNOFF CAPITAL | — | NEW YORK, NY | NONE | $17K | — |
| THE PHILADELPHIA TRUST CO. | — | PHILADELPHIA, PA | NONE | $17K | — |
| FISCHER DORWART, P.C. | 23-2247478 | — | NONE | $15K | — |
