| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL EMPLOYEE BENEFITS ADMIN (N | 65-0498809 | — | NONE | $60K | — |
| CRUMP CONSULTING | 48-1222156 | — | NONE | $48K | — |
| MORGAN STANLEY SMITH BARNEY LCC | 11-3658445 | — | NONE | $34K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $23K |
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.
| — |
| WKC HALFORD ROSENFELD & LEVY | 83-2856417 | — | NONE | $6K | — |
