| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERACTIVE BROKERS LLC | 13-3863700 | — | INVESTMENT CONSULTANT | $201K | — |
| ALGORITHMIC CAPITAL PARTNERS, LLC | — | SCHENCECTADY, NY | INVESTMENT CONSULTANT | $66K | — |
| TRADE STATION | 65-0607814 | — | INVESTMENT ADVISOR | $20K | — |
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 |
|---|---|---|---|---|---|
| JACKSON HOLE TRUST COMPANY | 27-5445666 | — | TRUSTEE | $14K | — |
| BENEFIT TRUST COMPANY | 43-1971558 | — | TRUSTEE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIUNI & PANICHI, INC. | 34-1322309 | — | AUDITOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUCK GLOBAL, LLC | 13-3954297 | — | NONE. | $141K | — |
