Schultheis and

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

30,018

Total plan assets

$5.2B

Filings (rows)

Direct comp

$508K

Indirect comp

Aggregating 2 name variants under "SCHULTHEIS AND"

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SCHULTHEIS AND PANETTIERI LLP8 SCHULTHEIS AND PENETTIERI LLP1

SERVICES PROVIDED

Other service providers6

Accountant / Auditor3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BD of Trustees Heavy & General Laborers' of NJ Annuity Fund Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan · all filings	NEWARK, NJ	Other service providers	9,133	$1.6B	$71K	$0
BD of Trustees Heavy & General Laborers' of NJ Annuity Fund Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan · all filings	NEWARK, NJ	Other service providers	8,865	$1.4B	$70K	$0
BD of Trustees Heavy & General Laborers' of NJ Annuity Fund Heavy & General Laborers' Local Unions 472 & 172 of NJ Annuity Plan · all filings	NEWARK, NJ	Other service providers	8,602	$1.3B	$69K	$0
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R I.U.O.E. Annuity Fund Local 137,137A,137B,137C, and 137R · all filings	BRIARCLIFF MANOR, NY	Accountant / Auditor	717	$253.3M	$90K	$0
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R I.U.O.E. Annuity Fund Local 137,137A,137B,137C, and 137R · all filings	BRIARCLIFF MANOR, NY	Accountant / Auditor	745	$235.3M	$86K	$0
Board of Trustees I.U.O.E. Annuity Local 137 137A 137B 137C 137R I.U.O.E. Annuity Fund Local 137,137A,137B,137C, and 137R · all filings	BRIARCLIFF MANOR, NY	Accountant / Auditor	778	$214.1M	$83K	$0
Board of Trustees of Teamsters Local 814 Pension Fund Teamsters Local 814 Pension Fund · all filings	NORTH HALEDON, NJ	Other service providers	379	$92.8M	$15K	$0
Board of Trustees of Teamsters Local 814 Pension Fund Teamsters Local 814 Pension Fund · all filings	NORTH HALEDON, NJ	Other service providers	393	$90.9M	$11K	$0
Board of Trustees of Teamsters Local 814 Pension Fund Teamsters Local 814 Pension Fund · all filings	NORTH HALEDON, NJ	Other service providers	406	$86.7M	$14K	$0