| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE CAPITAL MANAGEMENT U.S. | 68-0635051 | — | UNRELATED | $36K | — |
| NVNG INVESTMENT ADVISORS | 85-1087620 | — | UNRELATED | $10K | — |
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 |
|---|
| AUTOMATIC DATA PROCESSING | 22-1467904 | — | UNRELATED | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | UNRELATED | $121K | — |
| A.O. SMITH CORPORATION | 39-0619790 | — | PLAN SPONSOR | $82K | — |
| NAVIANTGROUP, LLC | 20-5976835 | — | UNRELATED | $43K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | UNRELATED | $35K | — |
| REILLY, PENNER & BENTON LLP | 39-0747409 | — | UNRELATED | $28K | — |