| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | BALTIMORE, MD | INVESTMENT ADVISORY | $27K | — |
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | BALTIMORE, MD | INVESTMENT ADVISORY | $6K | — |
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | INVESTMENT ADVISORY | $4K | — |
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
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 |
|---|
| TRINITY PENSION CONSULTANTS | 20-4548831 | AKRON, OH | TPA | $2K | — |
