| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI LLP | 13-1577780 | — | ACCOUNTANT | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLLERAN O'HARA & MILLS, LLP | 11-2940050 | — | ATTORNEY | $19K | — |
| LAW OFFICE OF STEVEN N DAVI PLLC | 82-4935807 | — | ATTORNEY | $9K | — |
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 |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT | 04-2848965 | — | NONE | $59K | — |
| DANIEL H. COOK ASSOCIATES, INC | 11-2424843 | — | NONE | $26K | — |
| WELLS FARGO ADVISORS, LLC | 34-1542819 | — | NONE | $22K | — |
| THE SEGAL CO. (EASTERN STATES), INC | 13-1835864 | — | NONE | $8K | — |
