| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STACY BRAUN AASOCIATES INC | 13-2889432 | — | NONE | $68K | — |
| SAVASTA & COMPANY INC | 13-3879959 | — | NONE | $38K | — |
| LAWRENCE C. MUSGROVE ASSOCIATES | 20-1935452 | — | NONE | $30K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $16K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE | $8K | — |
| O'DONOGHUE & O'DONOGHUE |
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.
| 53-0120528 |
| — |
| NONE |
| $5K |
| — |
