| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY, LLC | 01-0233346 | — | RECORDKEEPER | $939 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $25K | — |
| ROMOLO & ASSOCIATES, LLC | 84-2885766 | — | NONE | $12K | — |
| UMR | — | INDIANAPOLIS, IN | NONE |
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.
| $8K |
| — |
| CAVANAGH & O'HARA | 37-1259635 | — | NONE | $8K | — |
