| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $111K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $16K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $14K | — |
| DDMN ASO, LLC | 41-1852523 | — | NONE | $10K | — |
| KUTAK ROCK LLP | 47-0597598 | — | NONE | $6K | — |
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.
