| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT COMPANY | 04-2848965 | — | NONE | $79K | — |
| LAZARD ASSET MANAGEMENT | 05-0530199 | — | NONE | $24K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE ASSOCIATES LTD. | 13-3220717 | — | INVESTMENT MANAGER | $125K | — |
| WELLS FARGO ADVISORS, LLC | 34-1542819 | — | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARKE & SAMPSON, INC. | 54-0657005 | — | INSURANCE BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS AND PANETTIERI, LLP | 13-1577780 | — | ACCOUNTANT | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT M. CHEVERIE & ASSOC. , P.C. | 06-1335139 | — | ATTORNEY | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $216K | — |
| STACEY BRAUN ASSOCIATES, INC. | 13-2889432 | — | NONE | $197K | — |
| INSIGHT NORTH AMERICA LLC | 82-0983489 | — | NONE | $82K | — |
| BASIL CASTROVINCI ASSOCIATES INC. | 13-2831500 | — | NONE | $10K | — |
| TPA COMPUTER CORP | 13-3329882 | — | COMPUTER PROGRAMMER | $10K | — |
