| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTOPHER BAXTER | 14-1418020 | QUEENSBURY, NY | EMPLOYEE | $101K | — |
| KETHEM NOVICK | 14-1418020 | QUEENSBURY, NY | EMPLOYEE | $84K | — |
| BOLTON PARTNERS NORTHEAST, INC. | 27-3666661 | TRENTON, NJ | NONE | $46K | — |
| COLUMBIA MANAGEMENT | 13-3180631 | — | NONE | $45K | — |
| EXPRESS SCRIPTS | 43-1420563 | PHOENIX, AZ | NONE | $41K | — |
| BANK OF AMERICA |
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.
| 93-6207280 |
| CHARLOTTE, NC |
| NONE |
| $35K |
| — |
| KRAKOW SOURIS & LANDRY. LLC | 04-3363718 | BOSTON, MA | NONE | $18K | — |
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | NONE | $16K | — |
| JOSEPH W. MCCARTHY & ASSOCS. SPECIA | 16-1120588 | BALDWINSVILLE, NY | NONE | $16K | — |
| LOOMIS SAYLES | 04-3200030 | PITTSBURGH, PA | NONE | $7K | — |
| BOSTON PARTNERS | 98-0202744 | BOSTON, MA | NONE | $7K | — |
