| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | RECORDKEEPING FEE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUMEN ADVISORY SERVICES, LLC | — | MUSKEGO, WI | ADVISORY FEE | $18K | — |
| Name | EIN | Location | Relation |
|---|
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.
| Direct comp |
|---|
| Indirect comp |
|---|
| ECP ACCOUNTING, INC | — | EVANSVILLE, IN | ACCOUNTING FEE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARTWELL FINANCIAL ADVISORY, INC. | — | MINNEAPOLIS, MN | VALUATION FEE | $10K | — |
