Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA CONSULTANTS, INC | 51-0265968 | — | CONSULTANTS | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL DOYLE | 14-6034807 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Chase Bank, N.A. Repurchase Agreement - 3.99% | Repurchase Agreements | — | $1.3M | $1.3M | 20.5% | |
| MountainOne Bank Money Market Fund - 1.14% | Cash / Money Market | — | $1.0M | $1.0M | 16.4% | |
| JPMorgan Chase Bank, N.A. Money Market Fund - 1.27% | Cash / Money Market | — | $792K | $792K | 12.4% | |
| MountainOne Bank Certificate of Deposit - 3.87% | Bonds / Notes | — | $524K | $524K | 8.2% | |
| Berkshire Bank Money Market Fund - 0.30% | Cash / Money Market | — | $448K | $448K | 7.0% | |
| Trustco Bank Money Market Fund - 0.40% | Cash / Money Market | — | $309K | $309K | 4.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| TRUSTEE |
| $22K |
| — |
| HEIDI A. NAULEAU | 14-6034807 | — | TRUSTEE | $9K | — |
| ROBERT DUFFY | 14-6034807 | — | TRUSTEE | $8K | — |
| ROBERT NEIL | 14-6034807 | — | TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BST & CO., CPAS, LLP | 14-1442607 | — | AUDIT | $32K | — |
| BENEFIT ASSOCIATES, INC. | 95-3775762 | — | ACCOUNTING | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARCLAY DAMON LLP | 15-0339022 | — | ATTORNEYS | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BUSINESS COUNCIL OF NYS, INC. | 14-1401680 | — | GRANTOR | $1.9M | — |
| JP MORGAN CHASE BANK NA | — | — | COMMERCIAL BANKING | $24K | — |
