| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS | 86-0785790 | — | NONE | $112K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $45K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $40K | — |
| WEINBERG, ROGER, AND ROSENFELD | 94-2458080 | — | NONE | $25K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $17K | — |
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.
