| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICES | 13-3180178 | NEW YORK, NY | NONE | $56K | — |
| CBIZ CPAS P.C. | 43-1947695 | NEW YORK, NY | NONE | $23K | — |
| MERRILL LYNCH | 13-5674085 | NEW YORK, NY | NONE | $6K | — |
| THE NORTHERN TRUST COMPANY | 36-3046063 | CHICAGO, IL | NONE | $6K | — |
| TUCKER & MELTZER, LLC | 65-1273603 | BALTIMORE, MD | 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.
