| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS INC | 52-1590516 | TAMPA, FL | NONE | $158K | — |
| CIGNA HEALTH & LIFE INSURANCE COMPA | 59-1031071 | COLUMBIA, MD | NONE | $88K | — |
| MCKEOGH COMPANY | 23-3003375 | WEST CONSHOHOCKEN, PA | NONE | $28K | — |
| BACHELER & COMPANY, PC | 23-2978066 | CHERRY HILL, NJ | NONE | $21K | — |
| MERANZE KATZ & GAUDIOSO | 23-2943773 | PHILADELPHIA, PA | NONE | $20K | — |
| INVESTMENT PERFORMANCE SERVICES |
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.
| 58-2432390 |
| NEWTWON, PA |
| NONE |
| $5K |
| — |
