| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEVE SOFT DRINK WORKERS LOC 1164 | 34-0443353 | — | UNION | $55K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $11K | — |
| J. SCHAEFER & COMPANY LLC | 82-3706925 | — | NONE | $10K | — |
| ANDCO CONSULTING | 59-3676225 | — | NONE | $7K | — |
| KEY CORP | 34-1784820 | — | NONE | $5K | — |
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.