| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULI GREY-OWENS | 13-6119547 | — | TRUSTEE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | ACCOUNTANT | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| BARNES IACCARINO & SHEPHERD LLP | 26-3858697 | — | ATTORNEY | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATALANTA SOSNOFF CAPITAL, LLC | 20-0461050 | — | NONE | $146K | — |
| AMERICAN REALTY ADVISORS | 33-0123114 | — | NONE | $144K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | — | NONE | $86K | — |
| SEGAL MARCO ADVISORS | 13-2646110 | — | NONE | $65K | — |
| MACKAY SHIELDS LLC | 13-5582869 | — | NONE | $50K | — |
| SMITH AFFILIATED CAPITAL CORP. | 13-3105799 | — | NONE | $42K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $41K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $25K | — |
| SAGE ADVISORY SERVICES LTD. CO. | 74-2798841 | — | NONE | $17K | — |
| SYNTONIC SYSTEMS INC. | 13-2925049 | — | COMPUTER PROGRAMMER | $15K | — |
