| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEGATE INVESTMENT GROUP | 86-3675511 | — | — | $75K | — |
| ZEIGLAR CAPITAL MANAGEMENT | 27-2347077 | — | — | $69K | — |
| BLACKROCK INVESTMENT MANAGEMENT | 32-0174431 | — | — | $34K | — |
| FIRST STATE TRUST COMPANY | 13-3124172 | — | — | $28K | — |
| MADISON INVESTMENT ADVISORS | 39-1194160 | — | — | $13K | — |
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.
