| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| O'SULLIVAN ASSOCIATES | 20-8199367 | CHERRY HILL, NJ | CONSULTANT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'ARCANGELO & CO., LLP | 13-2550103 | UTICA, NY | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| LIPSITZ GREEN SCIME CAMBRIA LLP | 16-0905097 | BUFFALO, NY | ATTORNEY | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHLEEN LEE | 51-0244401 | ALBANY, NY | EMPLOYEE | $68K | — |
| ROBERT SITORS JR | 51-0244401 | ALBANY, NY | EMPLOYEE | $54K | — |
| MORGAN STANLEY WEALTH MANAGEMENT | 20-8764829 | LATHAM, NY | NONE | $8K | — |
