| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLMAN, INC. | 91-0675641 | — | NONE | $189K | — |
| BARLOW, COUGHRAN, MORALES & JOSEPHS | 91-0889948 | — | NONE | $77K | — |
| WILLIAM C. EARHART CO., INC. | 93-0509592 | — | NONE | $74K | — |
| HALLMARK CAPITAL MANAGEMENT, INC | 22-3737470 | — | NONE | $56K | — |
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | NONE | $25K | — |
| IRON MOUNTAIN |
| Provider | Nondisclosure info |
|---|---|
| IRON MOUNTAIN | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| US BANK, NA | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
| HALLMARK CAPITAL MANAGEMENT, INC | SERVICE PROVIDER FAILED TO PROVIDE AMOUNT OF INDIRECT COMPENSATION, IF ANY. |
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.
| 23-2588479 |
| — |
| NONE |
| $9K |
| — |
| US BANK, NA | 31-0841368 | — | NONE | $7K | — |
