| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEGATE INVESTMENT GROUP | 86-3675511 | — | — | $308K | — |
| ZEIGLAR CAPITAL MANAGEMENT, LLC | 27-2347044 | — | — | $254K | — |
| BLACKROCK | 32-0174431 | — | — | $160K | — |
| MADISON | 39-1194160 | — | — | $124K | — |
| NWPS | 94-2614826 | — | — | $46K | — |
| FIRST STATE TRUST COMPANY | 13-3124172 | — | — |
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.
| $37K |
| — |
| AXA EQUITABLE | 13-5570651 | — | — | $15K | — |
| BLACK & PINCKARD | 26-0079381 | — | — | $11K | — |
