| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KARPUS INVESTMENT MANAGEMENTS | 16-1290558 | — | INVESTMENT CONSULTANT | $102K | — |
| MANNING & NAPIER ADVISORS, INC. | 16-0995736 | — | INVESTMENT CONSULTANT | $71K | — |
| LAZARD FRERES ASSET MANAGEMENT | 13-5545100 | — | INVESTMENT CONSULTANT | $68K | — |
| DOLAN MCENIRY CAPITAL MANAGEMENT | — | CHICAGO, IL | INVESTMENT CONSULTANT | $48K | — |
| CONFLUENCE | — | ST. LOUIS, MO | INVESTMENT CONSULTANT | $44K | — |
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.
| MDT ADVISORS |
| 94-3267050 |
| — |
| INVESTMENT CONSULTANT |
| $33K |
| — |
| M&T BANK | 16-0538020 | — | INVESTMENT CONSULTANT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | NONE | $250K | — |
| SMW LOCAL 46 HEALTH | 16-0760551 | — | AFFILIATED ENTITY | $129K | — |
| SLEVIN AND HART, P.C. | — | WASHINGTON, DC | NONE | $71K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | — | NONE | $66K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $46K | — |
| POLEN | — | BOCA RATON, FL | NONE | $37K | — |
| CGA | — | NEW YORK, NY | NONE | $31K | — |
| BAIN CAPITAL SOLUTIONS | — | NEW YORK, NY | NONE | $20K | — |
| THIRD POINT OFFSHORE FUND LTD. | — | NEW YORK, NY | NONE | $7K | — |
