| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM BLAIR & COMPANY, LLC | 36-2214610 | — | NONE | $32K | — |
| TED WINDSOR AND ASSOCIATES | 36-4374704 | — | NONE | $21K | — |
| FRANK J BAKER & COMPANY, LTD. | 36-3086616 | — | NONE | $15K | — |
| LANIER MUCHIN LTD | 36-3088463 | — | NONE | $14K | — |
| FRED DALBIS | — | ITASCA, IL | EMPLOYEE OF EMPLOYER | $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.
