| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'DONOGHUE & O'DONOGHUE LLP | 53-0120528 | — | NONE | $86K | — |
| STULBERG & WALSH | 13-3309770 | — | IND. FIDUCIARY NON-PTR | $49K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $37K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $30K | — |
| JUDITH P. BROACH | — | NEW YORK, NY | INDEPENDENT FIDUCIARY | $13K | — |
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.
