| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | NONE | $266K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $168K | — |
| WELLESLEY MGT | — | WELLESLEY, MA | NONE | $74K | — |
| ATLANTA CAPITAL MGT | — |
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.
| ATLANTA, GA |
| NONE |
| $57K |
| — |
| CHUBB INSURANCE | 13-1963498 | — | NONE | $24K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $16K | — |
| KELLEY LAW GROUP | — | PHOENIX, AZ | NONE | $15K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $13K | — |
