| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMUNITY BANK NA | 15-0436580 | OLEAN, NY | CUSTODIAN | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER | 16-0995736 | FAIRPORT, NY | INVESTMENT MANAGER | $109K | — |
| NATIONAL REAL ESTATE ADVISORS LLC | 26-3437991 | WASHINGTON, DC | INVESTMENT MANAGER | $66K | — |
| SEIZERT CAPITAL PARTNERS LLC |
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.
| 38-3553488 |
| BIRMINGHAM, MI |
| INVESTMENT MANAGER |
| $61K |
| — |
| HIGHTOWER ADVISORS MORGIA GRP | 36-4500709 | WATERTOWN, NY | INVESTMENT ADVISORS | $57K | — |
| WEDGEWOOD PARTNERS INC | 43-1468106 | ST LOUIS, MO | INVESTMENT MANAGER | $55K | — |
| C.S. MCKEE LP | 25-1900687 | PITTSBURGH, PA | INVESTMENT MANAGER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | AUDITOR | $28K | — |
| STACKEL & NAVARRA CPA PC | 16-1215909 | WATERTOWN, NY | ACCOUNTANT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLTON PARTNERS NORTHEAST INC | 27-3666661 | TRENTON, NJ | ACTUARY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING LLP | 16-1047304 | SYRACUSE, NY | ATTORNEY | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARK CAPONE | — | WATERTOWN, NY | FUND MANAGER | $121K | — |
| MELINDA CLEMENT | — | WATERTOWN, NY | BENEFIT SPECIALIST | $82K | — |
| SHERI EDMUNDS | — | WATERTOWN, NY | ADMINISTRATIVE ASST | $40K | — |
| INTEGRA CONSULTING | 16-1600723 | WEEDSPORT, NY | NONE | $22K | — |