| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS, INC | 52-1231144 | — | SERVICE PROVIDER | $43K | — |
| O'DONOGHUE AND O'DONONGHUE | 53-0120528 | — | SERVICE PROVIDER | $43K | — |
| BENEFITS ADMINISTRATION CORP. | 52-1139156 | — | SERVICE PROVIDER | $40K | — |
| BOLTON PARTNERS INVST CONSG GROUP | 52-1871508 | — | SERVICE PROVIDER | $38K | — |
| SARFINO AND RHOADES, LLP | 52-0961657 | — | SERVICE PROVIDER | $31K | — |
| THE SEGAL COMPANY, INC. |
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.
| 13-1835864 |
| — |
| SERVICE PROVIDER |
| $10K |
| — |
| PRINCIPAL CUSTODY SOLUTIONS | — | DES MOINE, IA | SERVICE PROVIDER | $8K | — |
