| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER, INC. | 16-0995763 | — | NONE | $249K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $150K | — |
| LIFETIME BENEFIT SOLUTIONS | 13-5581829 | — | NONE | $101K | — |
| ASHER KELLY | — | SOUTHFIELD, MI | NONE | $98K | — |
| STEVE OSTRANDER | 16-0766976 | — | FUND MANAGER | $93K | — |
| DEBORAH EDIZEL | 16-0766976 |
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.
| — |
| ANNUITY SPECIALIST |
| $62K |
| — |
| MODERN ADMINSTRATION SYSTEMS, LLC | — | MAPLE SHADE, NJ | NONE | $57K | — |
| PATRICIA MARCIANO | 16-0766976 | — | BENEFIT SPECIALIST | $57K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $32K | — |
| NATHAN BURDICK | 16-0766976 | — | FUND MANAGER | $26K | — |
| U.A. LOCAL 13 BUILDING, INC. | 23-7358299 | — | RELATED PARTY/RENT | $20K | — |
| SEGAL | — | NEW YORK, NY | NONE | $19K | — |
| MORGAN STANLEY SMITH BARNEY | 11-3658445 | — | NONE | $18K | — |
| PC RESULTS INC. | — | ROCHESTER, NY | NONE | $13K | — |
| PHOENIX GRAPHICS | — | ROCHESTER, NY | NONE | $11K | — |
