| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | 27-1175487 | — | NONE | $207K | — |
| SLC MANAGEMENT | 68-0635051 | — | NONE | $56K | — |
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | NONE | $48K | — |
| DELOITTE CONSULTING LLP | 06-1454513 | — | NONE | $25K | — |
| FIRST STATE TRUST COMPANY | — | WILMINGTON, DE | NONE | $22K | — |
| BMO HARRIS BANK N.A. |
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.
| 36-2085229 |
| — |
| NONE |
| $15K |
| — |