| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| C AND R CONSUTLING INC | 13-3953536 | NEW YORK, NY | NONE | $13K | — |
| QUAN VEST CONSULTANTS | 11-2559668 | MANHASSET, NY | NONE | $13K | — |
| MARSHALL & MOSS ADMIN SERVICES, INC | 81-2845805 | WESTBURY, NY | NONE | $12K | — |
| DONALD R VALANE CPA PC | 11-3496023 | NEW HYDE PARK, NY | 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.
