| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL INVESTMENT SERVICES | 43-0538770 | MACON, GA | NONE | $145K | — |
| AMERICAN TRUST | 83-3455979 | GREENSBORO, NC | NONE | $50K | — |
| MID-ATLANTIC TRUST CO. | 27-3169253 | PITTSBURGH, PA | NONE | $14K | — |
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.
