| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IBEW LOCAL 840 PENSION FUND | 16-6075984 | — | RELATED BENEFIT PLAN | $98K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $14K | — |
| LIFETIME BENEFIT SOLUTIONS | 13-5581829 | — | NONE | $8K | — |
| UBS FINANCIAL SERVICES, INC. | — | ROCHESTER, NY | NONE | $7K |
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.
| — |
| ROBERT PIZZO, ESQ. | 82-0553395 | — | NONE | $6K | — |
