| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANDREW MONTELEONE, ESQ | 83-3559409 | HOBOKEN, NJ | NONE | $55K | — |
| SAMUEL GOLDSTEIN & CO., P.C. | 11-2478817 | GREAT NECK, NY | NONE | $17K | — |
| KEVIN P. FEERICK, ESQ | 01-0719672 | NEW YORK, NY | NONE | $15K | — |
| WEAVER & TIDWELL LLP | 75-0786316 | DALLAS, TX | NONE | $8K | — |
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.
