| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $167K | — |
| CENTRAL DATA SERVICES | 25-1352803 | — | NONE | $57K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $40K | — |
| DICLAUDIO & KRAMER, LLC | 27-0889793 | — | NONE | $17K | — |
| JUBELIRER PASS & INTRIERI, P.C. | 25-1340770 | — | 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.
