| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | NEW YORK, NY | INVESTMENT CONSULTANT | $383K | — |
| BLACKROCK INVESTMENT MANAGEMENT | — | NEW YORK, NY | INVESTMENT MANAGER | $47K | — |
| LOOMIS SAYLES | 04-3200030 | CHICAGO, IL | INVESTMENT MANAGER | $11K | — |
| OSBORN CARREIRO & ASSOCIATES | 71-0631123 | LITTLE ROCK, AR | ACTUARY/CONSULTANT | $11K | — |
| MASS MUTUAL FINANCIAL GROUP | 04-1590850 | SPRINGFIELD, MA | INVESTMENT MANAGER | $9K | — |
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 |
|---|---|---|---|---|---|
| UMR | 31-1558779 | LEXINGTON, KY | CONTRACT ADMINISTRATOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANK N HESTAND CPA PSC | 61-1336870 | LEXINGTON, KY | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERZFELD SUETHOLZ GASTEL LENISKI | — | CINCINNATI, OH | ATTORNEY | $5K | — |
