| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | 34-1542819 | — | NONE | $759K | — |
| DELTA CAPITAL MANAGEMENT LLC |
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.
| 35-2250472 |
| — |
| NONE |
| $361K |
| — |
| WESTFIELD CAPITAL MANAGEMENT | 80-0175963 | — | NONE | $359K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $358K | — |
| EDGAR LOMAX COMPANY | 47-0657260 | — | NONE | $333K | — |
| FIDUCIARY TRUST COMPANY INT | 13-6122956 | — | NONE | $282K | — |
| HRSA-ILA FRINGE BENEFIT ESCROW FUND | 54-1218271 | — | RELATED PARTY | $223K | — |
| TOWNE INSURANCE | 31-1774380 | — | NONE | $137K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $113K | — |
| BLACK ROCK | 20-5319476 | — | NONE | $97K | — |
| CAMBIAR | 84-1596610 | — | NONE | $96K | — |
| BASYS, LLC | 52-1796473 | — | NONE | $81K | — |
| AMALGAMATED MEDICAL CARE MANAGEMENT | 13-3860528 | — | NONE | $22K | — |
| WOODS ROGERS VANDEVENTER BLACK PLC | 54-1294386 | — | NONE | $22K | — |
| WILLIG, WILLIAMS & DAVIDSON | 23-2416488 | — | NONE | $15K | — |
| WELLS FARGO BANK NA | 41-6257133 | — | NONE | $10K | — |
| ALLEGRA | 26-1463824 | — | NONE | $8K | — |
| ELECTRONIC SYSTEMS INC. | 54-1145980 | — | NONE | $7K | — |
| OMNI BUSINESS SOLUTIONS | 81-3382556 | — | NONE | $5K | — |
