| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOZNIAK & ASSOCIATES | 37-1376171 | — | NONE | $183K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $8K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $8K | — |
| CAVANAGH & OHARA | 37-1259635 | — | NONE | $7K | — |
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.
