| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF | 20-0451050 | NEW YORK, NY | NONE | $62K | — |
| COLLERAN OHARA & MILLS | 11-2940050 | WOODBURY, NY | NONE | $53K | — |
| MERRILL LYNCH | 13-5674085 | LATHAM, NY | NONE | $48K | — |
| DH COOK ASSOCIATES | 11-2424843 | NEW YORK, NY | NONE | $39K | — |
| RAE CONSULTING | 83-4646394 | HORSHAM, PA | NONE | $30K | — |
| JOSEPH M. STERN ASSOCIATES |
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.
| 82-3287696 |
| STATEN ISLAND, NY |
| NONE |
| $29K |
| — |
| GOULD KOBRICK & SCHLAPP PC | 13-3082707 | NEW YORK, NY | NONE | $20K | — |
| BISCEGLIE & ASSOCIATES | 46-4100586 | MINEOLA, NY | NONE | $18K | — |
