| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY PULIS | 11-2892696 | — | NONE | $150K | — |
| JOHN ROMANO | 11-2892696 | — | NONE | $144K | — |
| STEVE CUADRA | 11-2892696 | — | NONE | $117K | — |
| KEITH D. CONKLIN | 11-2892696 | — | NONE | $88K | — |
| MARGARITA VELEZ | 11-2892696 | — | NONE | $77K | — |
| HAYDEE MEDINA | 11-2892696 | — | NONE |
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.
| $68K |
| — |
| WILLIAM J. TURNBULL | 11-2892696 | — | NONE | $44K | — |
| LAPADULA, CARLSON & CO, CPA | 65-0292391 | — | NONE | $17K | — |
| VITECH SYSTEMS GROUP | 13-3785492 | — | NONE | $10K | — |
| CHUBB & SON | 13-1963496 | — | NONE | $5K | — |
