| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAI | — | DE PERE, WI | TPA | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| METZ & ASSOCIATES, PLLC | 46-4558541 | PHOENIX, AZ | ACCOUNTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAI TRUST | — | SIOUX FALLS, SD | NONE | $6K | — |
