| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MCKEOGH COMPANY | 23-3003375 | CONSHOHOCKEN, PA | NONE | $120K | — |
| PHOENIX BENEFIT ADMINISTRATORS LLC | 84-4000013 | SOUTHEASTERN, PA | NONE | $80K | — |
| MERANZE, KATZ & GAUDIOSO PC | 23-2943773 | PHILADELPHIA, PA | NONE | $24K | — |
| BACHELER & COMPANY PC | 23-2978066 | CHERRY HILL, NJ | NONE | $14K | — |
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.