| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESOP PARTNERS | 20-5396546 | APPLETON, WI | THIRD PARTY ADMINISTRATO | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE & CO LLC FEE | — | CARMEL, IN | CPA | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect 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.
| GUARDIAN FLEET SERVICES, INC. | 82-1297296 | WEST PALM BEACH, FL | PLAN SPONSOR | $6K | — |
| PENCHECKS TRUST COMPANY OF AMERICA | 33-6134835 | LA MESA, CA | DISTRIBUTION SERVICES | $5K | — |
