| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAMS JONES & ASSOCIATES LLC | — | NEW YORK, NV | NONE | $113K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $30K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $20K | — |
| WILLIAM VAUGHAN COMPANY | 34-1145015 | — | NONE | $16K | — |
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.
