| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY, LLC | 11-3658445 | — | NONE | $856K | — |
| LOOMIS SAYLES & COMPANY, L.P. | 04-3200030 | — | NONE | $289K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $206K | — |
| LAW FIRM OF JAMES P. BAKER | 87-3996649 | — | NONE | $191K | — |
| JP MORGAN | — | NEW YORK, NY | NONE | $132K | — |
| WITHUMSMITH+BROWN, PC |
| Provider | Nondisclosure info |
|---|---|
| SAGE INTACCT INC. | THE SERVICE PROVIDER DID NOT PROVIDE AMOUNT OF INDIRECT COMPENSATION RECEIVED, 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.
| 22-2027092 |
| — |
| NONE |
| $128K |
| — |
| ENERGY INCOME PARTNERS | — | WESTPORT, CT | NONE | $123K | — |
| GENEVA CAPITAL | 06-1217855 | — | NONE | $109K | — |
| MARIA RIVERA | — | SAN FRANCISCO, CA | EMPLOYEE | $101K | — |
| SIT INVESTMENTS FI | — | MINNEAPOLIS, MN | NONE | $92K | — |
| COPELAND | — | CONSHOHOCKEN, PA | NONE | $81K | — |
| ALLIANCE BERNSTEIN | 13-4064930 | — | NONE | $75K | — |
| POLEN CAPITAL MANAGEMENT, LLC | 26-0319356 | — | NONE | $65K | — |
| SILVERCREST | — | HOUSTON, TX | NONE | $60K | — |
| STONEBRIDGE | — | WILTON, CT | NONE | $60K | — |
| HARDING LOEVNER | 27-0684167 | — | NONE | $56K | — |
| JILLIAN BAIRES | — | SAN FRANCISCO, CA | EMPLOYEE | $56K | — |
| NICOLE ESCOBAR | — | SAN FRANCISCO, CA | EMPLOYEE | $55K | — |
| SOLXSYS ADMINISTRATIVE SOLUTIONS | 83-2454243 | — | NONE | $52K | — |
| WILLIAM OLINGER | — | SAN FRANCISCO, CA | EMPLOYEE | $50K | — |
| STEPHANIE GUERRA | — | SAN FRANCISCO, CA | EMPLOYEE | $49K | — |
| CONFLUENCE | — | PITTSBURGH, PA | NONE | $48K | — |
| GARRETT FROSS | — | SAN FRANCISCO, CA | EMPLOYEE | $47K | — |
| AMERICAN CENTURY | — | KANSAS CITY, MO | NONE | $47K | — |
| KAYNE ANDERSON | — | LOS ANGELES, CA | NONE | $47K | — |
| TINA FAN | — | SAN FRANCISCO, CA | EMPLOYEE | $45K | — |
| JOHN HANCOCK | — | BOSTON, MA | NONE | $40K | — |
| LAZARD INVESTMENT MANAGEMENT | — | NEW YORK, NY | NONE | $39K | — |
| CHIARA FRANCO | — | SAN FRANCISCO, CA | EMPLOYEE | $35K | — |
| JENNIFER CAMPUZANO | — | SAN FRANCISCO, CA | EMPLOYEE | $32K | — |
| REAL ESTATE LAW GROUP LLP | 01-0560999 | — | NONE | $19K | — |
| REAL ESTATE FIDICUIARY SERVICES LLP | 20-3307951 | — | NONE | $18K | — |
| PRO PRINT | 94-3160648 | — | NONE | $18K | — |
| SAGE INTACCT INC. | — | SAN JOSE, CA | NONE | $15K | — |
| R. BLUM AND ASSOCIATES | 47-1749232 | — | NONE | $11K | — |
| RL MILSNER | 94-2494656 | — | NONE | $0 | — |
