| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL, LYNCH, PIERCE, FENNER & SM | 13-5674085 | — | NONE | $192K | — |
| BENEFIT RESOURCES, INC. | 76-0560949 | — | NONE | $45K | — |
| EDWARDS & LEATHERS, P.C. | 20-8739519 | — | NONE | $21K | — |
| DEFINITI LLC | 85-0833363 | — | NONE | $17K | — |
| THE UNION LABOR LIFE INSURANCE COMP | 81-3142309 | — | NONE | $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.
