| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON TRUST & INVESTMENT MGMT CO. | 04-2273811 | — | NONE | $380K | — |
| SEGAL ROITMAN, LLP | 04-2489114 | — | NONE | $51K | — |
| THE SEGAL GROUP | 13-1928058 | — | NONE | $40K | — |
| AMALGAMATED EMPLOYEE BENEFITS ADM. | 13-3432221 | — | NONE | $26K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $17K | — |
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.
