| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA | — | ATLANTA, GA | INV MGMT | $77K | — |
| NECA SE | 74-1003971 | HOUSTON, TX | RECORD KEEPER | $28K | — |
| PRINCIPAL LIFE | — | DES MOINES, ID | INV MGMT | $10K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO | 13-2646110 | NEW YORK, NY | INV ADVISOR | $65K | — |
| THE SEGAL CO | 94-1503999 | ATLANTA, GA | CONSULTANT | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARDS AND LEATHERS, P.C. | 20-8739519 | BAYTOWN, TX | AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAT FLYNN | 76-0040934 | HOUSTON, TX | ATTORNEY | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT RESOURCES, INC. | 74-0560942 | HOUSTON, TX | ADMINISTRATOR | $211K | — |
| HGK TRINITY | 27-4114943 | JERSEY CITY, NJ | INV MGMT | $165K | — |
| LOOMIS | — | BOSTON, MA | INV MGMT | $11K | — |
| ULLICO | — | SILVER SPRING, MD | INV MGMT | $10K | — |
