| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON | 22-0999690 | — | NONE | $368K | — |
| I.E. SHAFFER | 22-1750854 | — | NONE | $253K | — |
| UBS | — | NEW YORK, NY | NONE | $220K | — |
| BARATZ & ASSOCIATES, P.A. | — | MARLTON, NJ | NONE | $41K | — |
| PAUL A. MONTALBANO, ESQ, LLC | 04-3669184 | — | NONE | $26K | — |
| LOCAL UNION 94 IBEW | — | EAST WINDSOR, NJ |
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.
| SPONSOR |
| $8K |
| — |
| RAE GROUP | 83-4646394 | — | NONE | $3K | — |