| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS INSTITUTIONAL CONSULTING | — | ROCHESTER, NY | NONE | $153K | — |
| MICHAEL L. DAVIS | 16-6075984 | — | EMPLOYEE | $70K | — |
| STEPHANIE KELLY | 16-6075984 | — | EMPLOYEE | $70K | — |
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.
| BOLTON PARTNERS NORTHEAST, INC. |
| 27-3666661 |
| — |
| NONE |
| $35K |
| — |
| SHARON EGURE | 16-6075984 | — | EMPLOYEE | $34K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $31K | — |
| KAYNE ANDERSON CORE REAL ESTATE, LP | — | BOCA RATON, FL | NONE | $31K | — |
| INTERCONTINENTAL REAL ESTATE FUND | — | BOSTON, MA | NONE | $30K | — |
| JOSEPH MCCARTHY | 16-1120588 | — | NONE | $28K | — |
| ROBERT PIZZO | 82-0553395 | — | NONE | $10K | — |
