| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | 61-1129886 | — | NONE | $37K | — |
| ZENITH AMERICAN SOLUTIONS, INC. | 52-1590516 | — | NONE | $35K | — |
| STRATEGIC CAPITAL INVESTMENT ADVISO | 36-4268991 | — | NONE | $20K | — |
| PNC BANK, NATIONAL ASSOCIATION | 25-1211909 | — | NONE | $14K | — |
| SEGAL SELECT INSURANCE SERVICES INC | 46-0619194 | — | NONE | $13K | — |
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.
| 03-0599899 |
| — |
| NONE |
| $12K |
| — |
| CUNI, RUST & STRENK | 31-1227755 | — | NONE | $9K | — |