| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMAS F. BARRETT, INC | 52-0964235 | BETHESDA, MD | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | 34-1542819 | RICHMOND, VA | INVESTMENT ADVISOR | $42K | — |
| RBC CAPITAL MARKETS LLC | 41-1416330 | MCLEAN, VA | INVESTMENT ADVISOR | $34K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARITON, MANCUSO & JONES, P.C. | 52-1706411 | ROCKVILLE, MD | AUDITOR | $34K | — |
