| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | NONE | $77K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $60K | — |
| HORIZON ACTUARIAL SERVICES | 26-1370698 | — | NONE | $50K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $18K | — |
| WELLS FARGO BANK NA | — | SAN FRANCISCO, CA | NONE | $8K | — |
| QUINN, CONNOR, WEAVER, DAVIS & ROUC |
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.
| 45-1444874 |
| — |
| NONE |
| $7K |
| — |
