| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOX ROTHSCHILD LLP | — | PITTSBURG, PA | NONE | $40K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $22K | — |
| EDWARD D. JONES & CO., LP | — | MARYLAND HEIGHTS, MO | NONE | $13K | — |
| VALUE MANAGEMENT INC | — | JAMISON, PA | NONE | $8K | — |
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.
