| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | NONE | $35K | — |
| SAGEVIEW CONSULTING GROUP | 27-1001403 | — | NONE | $28K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $16K | — |
| BUTLER + BURKE LLP | 56-1138530 | — | NONE | $8K | — |
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.
