| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $108K | — |
| RAE GROUP LLC | — | HORSHAM, PA | NONE | $30K | — |
| PFM ASSET MANAGEMENT LLC | 23-3087064 | — | NONE | $20K | — |
| MARKOWITZ & RICHMAN | 23-2111581 | — | NONE | $10K | — |
| CYPHER & CYPHER | 25-1385288 | — | NONE | $10K | — |
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.
