| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $45K | — |
| CAMBRIDGE INVESTMENT RESEARCH | — | COCKEYSVILLE, MD | INVESTMENT ADVISOR | $19K | — |
| CHURCHILL MANAGEMENT GROUP | — |
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.
| LOS ANGELES, CA |
| INVESTMENT ADVISOR |
| $13K |
| — |
| PATHSTONE | — | BELLEVUE, WA | INVESTMENT ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY, INC | 91-1661080 | — | NONE | $26K | — |
