| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAGNER BOWMAN MANAGEMENT CORP. | 52-1470972 | — | NONE | $45K | — |
| ANCHOR CAPITAL ADVISORS, LLC | 20-4669888 | — | NONE | $31K | — |
| RAYMOND JAMES AND ASSOCIATES, INC. | 59-1237041 | — | NONE | $29K | — |
| ABATO, RUBENSTEIN AND ABATO, P.A. | 52-0904713 | — | NONE | $16K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $11K | — |
| ZENITH AMERICAN SOLUTIONS |
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.
| 52-1590519 |
| — |
| NONE |
| $9K |
| — |
