This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTHMAN ROCCO & LARUFFA LLP | 47-5401457 | ELMSFORD, NY | NONE | $43K | — |
| US REAL ESTATE INVESTMENT FUND LLC | 11-3786306 | BOSTON, MA | NONE | $43K | — |
| ANTHONY FRANCO | 13-4321969 | ROSLYN HEIGHTS, NY | NONE | $23K | — |
| REYNOLDS & REYNOLDS | 20-1899564 | JERICHO, NY | NONE | $21K | — |
| ANNA MOTTOLA | 13-4321969 | ROSLYN HEIGHTS, NY | NONE | $15K | — |
| ROBERT ALLGIER CPA |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW MID CAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 010 | Common Collective Trust | $0 | <0.1% |
| 81-3337040 |
| FARMINGDALE, NY |
| NONE |
| $14K |
| — |
| MARIE MOSSA | 13-4321969 | ROSLYN HEIGHTS, NY | NONE | $10K | — |
| MICHELE ZUNNO | 13-4321969 | ROSLTN HEIGHTS, NY | NONE | $10K | — |
| CHAIKEN & CHAIKEN | 22-2229209 | NEW YORK, NY | NONE | $10K | — |
| MARIO BRICENO | 13-4321969 | ROSLYN HEIGHTS, NY | NONE | $8K | — |
| DICKENSON GROUP | 20-1241472 | GARDEN CITY, NY | NONE | $8K | — |
| CHEIRON INC | 13-4215617 | BALTIMORE, MD | NONE | $8K | — |
