| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANDVIEW BROKERAGE, INC. | — | BROOKLYN, NY | BROKER | $19K | — |
| SBH FINANCIAL GROUP LLC | — | LAKEWOOD, NJ | CONTRACT ADMIN AND BROKER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLIN GOLD | — | BROOKLYN, NY | PLAN TRUSTEE | $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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOTAL PLAN CONCEPTS | 45-4564412 | BROOKLYN, NY | THIRD PARTY ADMINISTRATOR | $1.4M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FASTEN HALBERSTAM LLP | 47-2319109 | NEW YORK, NY | PLAN AUDITOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERR&KNIGHT | — | JERSEY CITY, NJ | ACTUARY | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH RX | — | SAN FRANCISCO, CA | PRESCRIPTION DRUG VENDOR | $9K | — |
