| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANNER RIDGE PARTNERS LP | — | NEW YORK, NY | NONE | $211K | — |
| HIGHLAND CAPITAL MANAGEMENT | 27-5440911 | — | NONE | $66K | — |
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.
| 90-0065134 |
| — |
| NONE |
| $14K |
| — |
| SIGULAR GUFF ADVISERS, LLC | 13-3855629 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IUPAT DC21 WELFARE FUND | 23-1341665 | — | RELATED FUND | $334K | — |
| RBC WEALTH MGMT/COURTNEY CONSULTING | 41-1416330 | — | NONE | $125K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $88K | — |
| CHARTWELL INVESTMENT PARTNERS LLC | 36-4776242 | — | NONE | $70K | — |
| BIRCH RUN INVESTMENTS, LLC | 81-4642617 | — | NONE | $66K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $61K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1520346 | — | NONE | $46K | — |
| STEVENS & LEE, P.C. | 23-1886296 | — | NONE | $43K | — |
| BROADCORE INVESTMENTS LP | — | ROSLYN HEIGHTS, NY | NONE | $21K | — |
| BLACKSTONE ALTERNATIVE ASSET MGT LP | 13-3702086 | — | NONE | $0 | — |
