| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | 26-4310632 | — | NONE | $119K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $62K | — |
| LAWRENCE C. MUSGROVE ASSOC. INC. | 20-1935452 | — | NONE | $50K | — |
| ANDERSON & REED, LLP | 54-0617257 | — | NONE | $16K | — |
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.
| ABATO, RUBENSTEIN AND ABATO,PA | 52-0904713 | — | NONE | $5K | — |
