| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLESLEY ASSET MANAGEMENT | — | WELLESLEY, MA | NONE OTHER THAN CONTRACT | $104K | — |
| WCM INVESTMENT MANAGEMENT | — | LAGUNA BEACH, CA | NONE OTHER THAN CONTRACT | $76K | — |
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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 01-6215776 | — | NONE OTHER THAN CONTRACT | $279K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE OTHER THAN CONTRACT | $108K | — |
| SOUTHWEST SERVICE ADMINISTRATORS | — | PHOENIX, AZ | NONE OTHER THAN CONTRACT | $80K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER CONTRACT | $28K | — |
| SEGAL SELECT INSURANCE | 46-0619194 | — | NONE OTHER THAN CONTRACT | $26K | — |
| KELLY LAW GROUP | — | PHOENIX, AZ | NONE | $18K | — |
| SEGAL MARCO CONSULTING | — | NEW YORK, NY | NONE OTHER THAN CONTRACT | $10K | — |
| LETTERSTREAM | 20-0032218 | — | NONE | $7K | — |
