| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC. | 39-1995276 | WAUSAU, WI | NONE | $224K | — |
| MICHAEL NANNO | 15-6025166 | SYRACUSE, NY | EMPLOYEE | $106K | — |
| HEATHER TURK | 15-6025166 | SYRACUSE, NY | EMPLOYEE | $85K | — |
| MANNING AND NAPIER | 16-1363447 | FAIRPORT, NY | PARTY IN INTEREST | $84K | — |
| SUSAN COLBERT | 15-6025166 | SYRACUSE, NY | EMPLOYEE | $75K | — |
| SAVEONSP | 47-3603390 | BUFFALO, NY |
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.
| NONE |
| $66K |
| — |
| RIGHT RX, LLC | 38-3794947 | DAYTON, OH | NONE | $63K | — |
| KEENAN & ASSOCIATES | 95-2798626 | TORRANCE, CA | NONE | $62K | — |
| KELLY DAGGETT | 15-6025166 | SYRACUSE, NY | EMPLOYEE | $60K | — |
| JOSEPH W. MCCARTHY & ASSOCIATES | 16-1120588 | BALDWINSVILLE, NY | NONE | $48K | — |
| BLITMAN & KING | 16-1047304 | SYRACUSE, NY | NONE | $42K | — |
| JBM COMPUTER CONSULTANTS INC. | — | WEST SENECA, NY | NONE | $30K | — |
| DARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | NONE | $27K | — |
| ROBIN GREEN | 15-6025166 | SYRACUSE, NY | EMPLOYEE | $16K | — |
| ALIVIA TURK | 15-6025166 | SYRACUSE, NY | EMPLOYEE | $14K | — |
| MARCO CONSULTING | 36-3555074 | CHICAGO, IL | NONE | $13K | — |
| BONADIO & CO., LLP | 16-1131146 | SYRACUSE, NY | NONE | $10K | — |
| M&T/WILMINGTON TRUST | 16-0538020 | BUFFALO, NY | NONE | $5K | — |
