| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISORY | $113K | — |
| FEDERATED MDTA, LLC | 94-3267050 | — | INVESTMENT MANAGEMENT | $22K | — |
| CAMBIAR | 84-1596610 | — | INVESTMENT MANAGEMENT | $20K | — |
| SAGE ADVISORY SERVICES LLC | 74-2798841 | — | INVESTMENT MANAGEMENT | $16K | — |
| Name | EIN | Location |
|---|
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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| FROST NATIONAL BANK | 74-6036463 | — | TRUSTEE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUDD & WISDOM, INC | 74-1896655 | — | ACTUARY | $131K | — |
