Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUSANNE K DORIS | 13-1687014 | NEW YORK, NY | TRUSTEE ADMIN | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Webster Bank Money Market | Cash / Money Market | 1,004,561 | — | $1.0M | 7.2% | |
| Ishares Core S&P Midcap ETF | Other securities | 12,932 | $446K | $836K | 6.0% | |
| Schwab US Small-Cap ETF | Other securities | 30,502 | $479K | $815K | 5.8% | |
| First Trust Enhanced Short Mat Fund ETF | Other securities | 13,372 | $798K | $799K | 5.7% | |
| Ishares Core U.S. Aggregate Bond ETF | Other securities | 8,057 | $786K | $785K | 5.6% | |
| Ishares S&P 500 Growth ETF | Other securities | 7,267 | $255K | $757K | 5.4% | |
| Ishares Iboxx $ Invt Grade Corporate Bond ETF | Other securities | 6,918 | $740K | $743K | 5.3% | |
| First Trust Exchng Traced Fd VIII TCW ETF | Other securities | 29,860 | $739K | $738K | 5.3% | |
| Ishares S&P 500 Value ETF | Other securities | 3,443 | $377K | $673K | 4.8% | |
| Ishares JP Morgan EM Corporate Bond ETF | Other securities | 12,034 | $522K | $539K | 3.9% | |
| Ishares 20+ Year Treasury Bond ETF | U.S. Treasuries | 6,055 | $534K | $531K | 3.8% | |
| Ishares 7-10 Year Treasury Bond ETF | U.S. Treasuries | 5,683 | $539K | $529K | 3.8% | |
| First Trust Nasdaq Cybersec ETF | Other securities | 6,636 | $286K | $449K | 3.2% | |
| First Trust Instl Pfd Securities & Income ETF | Other securities | 23,343 | $417K | $437K | 3.1% | |
| JP Morgan Ultra-Short Income ETF | Other securities | 8,444 | $424K | $427K | 3.1% | |
| Ishares MSCI Eafe ETF | Other securities | 4,010 | $293K | $318K | 2.3% | |
| First Trust RBA American Ind Renaissance ETF | Other securities | 3,995 | $184K | $317K | 2.3% | |
| Vanguard FTSE PAC ETF | Other securities | 4,235 | $259K | $308K | 2.2% | |
| Vanguard FTSE Emerging Markets ETF | Other securities | 6,575 | $248K | $292K | 2.1% | |
| First Trust SMID Cap Rising Dividend Achievers ETF | Other securities | 7,686 | $247K | $287K | 2.1% | |
| Schwab Fundamental U.S. Small ETF | Other securities | 9,408 | $266K | $287K | 2.0% | |
| Ishares U.S. Energy ETF | Other securities | 5,928 | $267K | $275K | 2.0% | |
| Vanguard Health Care ETF | Other securities | 992 | $255K | $269K | 1.9% | |
| First Trust Nasdaq Clean Edge ETF | Other securities | 1,898 | $228K | $229K | 1.6% | |
| Franklin Templeton ETF Tr | Other securities | 5,976 | $211K | $219K | 1.6% | |
| Liquid Assets Govt Fund | Other securities | 68,282 | — | $68K | 0.5% | |
| Morgan Stanley Ser A Clbl | Other securities | 1,962 | $39K | $47K | 0.3% | |
| MetLife Floater Clbl | Other securities | 1,693 | $40K | $42K | 0.3% | |
| US Bankcorp Del Ser B Clbl | Other securities | 1,808 | $40K | $41K | 0.3% | |
| Goldman Sachs Group Inc Ser D Clbl | Common Stock | 1,780 | $40K | $40K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLEN M BANDES CPA |
| 22-3080908 |
| LINCOLN PARK, NJ |
| NONE |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | NEW YORK, NY | NONE | $116K | — |
| MULTIPLAN INC | 13-3068979 | NEW YORK, NY | NONE | $62K | — |
| GATEWAY REALTY LLC | — | NEW YORK, NY | NONE | $60K | — |
| THIANIA C GUZMAN | 13-1687014 | NEW YORK, NY | EMPLOYEE | $48K | — |
| GLORIA SIMPSON | 13-1687014 | NEW YORK, NY | EMPLOYEE | $47K | — |
| SASHA M. DELACRUZ | 13-1687014 | NEW YORK, NY | EMPLOYEE | $41K | — |
| MSPC | 22-2951202 | CRANFORD, NY | NONE | $24K | — |
| WINMILL SOFTWARE | — | NEW YORK, NY | NONE | $22K | — |
| SEGAL COMPANY | 94-1503999 | — | NONE | $12K | — |
