| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIAM MCGUIRE | 23-2075110 | — | EMPLOYEE | $69K | — |
| PAUL CAREY III | 23-2075110 | — | EMPLOYEE | $65K | — |
| MICHAEL FEHRLE | 23-2075110 | — | EMPLOYEE | $46K | — |
| CHARLES BUMBAUGH | 23-2075110 | — | EMPLOYEE | $42K | — |
| TIMOTHY NAGY | 23-2075110 | — | EMPLOYEE | $34K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — |
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.
| NONE |
| $34K |
| — |
| BETH MARTIN | 23-2075110 | — | EMPLOYEE | $33K | — |
| MARIA DANYLUK | 23-2075110 | — | EMPLOYEE | $32K | — |
| JOHN HEENAN | 23-2075110 | — | EMPLOYEE | $31K | — |
| PATRICIA REPETSKI | 23-2075110 | — | EMPLOYEE | $30K | — |
| SUSANIN, WIDMAN, & BRENNAN, P.C. | 23-2265950 | — | NONE | $14K | — |
| CHARTWELL INVESTMENT PARTNERS, LLC | 36-4776242 | — | NONE | $13K | — |
| COLUMBIA PARTNERS INVESTMENT MGMT | 52-1940739 | — | NONE | $13K | — |
| PRINCIPAL BANK | 42-1520346 | — | NONE | $11K | — |
| CLEARY, JOSEM & TRIGIANI, LLP | 23-2657967 | — | NONE | $9K | — |
| WELLS FARGO | 94-1347393 | — | NONE | $7K | — |
| INVESTMENT PERFORMANCE SERVICES | 58-2432392 | — | NONE | $5K | — |
