| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC RPCP | 95-2834236 | — | INVESTMENT ADVISOR | $19K | — |
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY | $617 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 23-2158026 | COLUMBUS, OH | CONTRACT ADMINISTRATOR | $1K | — |
| BLUE RIDGE ESOP ASSOC. | 13-4238973 | — |
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.
| THIRD PARTY ADMIN |
| $600 |
| — |
| ATLANTIC PENSION SERVICES, INC. | 23-2942715 | — | THIRD PARTY ADMIN | $268 | — |
