| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | 13-1577780 | — | AUDITOR | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING, LLP | 16-1047304 | — | ATTORNEY | $111K | — |
| SLEVIN & HART, P.C | 52-1708613 | — | ATTORNEY | $109K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA | 06-6033492 | — | NONE | $645K | — |
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | INVESTMENT MGR | $328K | — |
| NOVA HEALTHCARE ADMINISTRATORS | 16-6443379 | — | NONE | $301K | — |
| DEBORAH SPAULDING | 15-0582931 | — | NONE | $187K | — |
| VICKIE CROAD | 15-0582931 | — | NONE | $160K | — |
| JOSEPH W. MCCARTHY & ASSOCIATES | 16-1120588 | — | NONE | $140K | — |
| VICTORIA COLE | 15-0582931 | — | NONE | $124K | — |
| LAURIE FREDETTE | 15-0582931 | — | NONE | $110K | — |
| PEGEEN JACKSON | 15-0582931 | — | NONE | $102K | — |
| MARK DOBRZYNSKI | 15-0582931 | — | NONE | $100K | — |
| APRIL MCCORD | 15-0582931 | — | NONE | $88K | — |
| CHRISTINE NASIATKA | 15-0582931 | — | NONE | $85K | — |
| JENNIFER MCCORD | 15-0582931 | — | NONE | $82K | — |
| NINA NICHOLSON | 15-0582931 | — | NONE | $82K | — |
| KELLIE ELLSWORTH | 15-0582931 | — | NONE | $80K | — |
| SARAH QUINN | 15-0582931 | — | NONE | $75K | — |
| KELLEY HARRIGAN | 15-0582931 | — | NONE | $74K | — |
| DELTA DENTAL OF NY INC. | 11-1980218 | — | NONE | $59K | — |
| PATRICIA REITZ | 15-0582931 | — | NONE | $56K | — |
| CHRIS SPAULDING | 15-0582931 | — | NONE | $56K | — |
| OPTUM RX | 33-0441200 | — | NONE | $54K | — |
| KATIE REITZ | 15-0582931 | — | NONE | $49K | — |
| ARCARA. ZUCARELLI, LENDA & ASSOC. | 47-1793720 | — | NONE | $47K | — |
| CHRISTINE FIACCO | 15-0582931 | — | NONE | $43K | — |
| MELANIE WILBUR | 15-0582931 | — | NONE | $41K | — |
| BOLTON PARTNERS NE, INC. | 27-3666661 | — | NONE | $41K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 27-3888881 | — | NONE | $34K | — |
| VITEC SOLUTIONS | 20-2309384 | — | NONE | $31K | — |
| PRINCIPAL | 51-0099493 | — | NONE | $14K | — |
| DAVIS VISION | 11-3051991 | — | NONE | $11K | — |
| TRI DELTA RESOURCES | 16-1363868 | — | NONE | $11K | — |
| UPSTATE ADVISORS GROUP | 16-1540179 | — | NONE | $10K | — |
| AP BENEFIT ADVISORS LLC | 30-0837157 | — | NONE | $0 | — |
| SEGAL SELECT INSURANCE SERVICES,INC | 46-0619194 | — | NONE | $0 | — |
