Intertrust & Fund Services

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

Total plan assets

$3.9B

Filings (rows)

Direct comp

$2.9M

Indirect comp

SERVICES PROVIDED

Other service providers12

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Plans served

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Sponsor / Plan	Location	Services	Assets	Direct comp	Indirect comp
Blue Rock Advisors, LLC Blue Rock Capital Fund, LP · all filings	WAYZATA, MN	Other service providers	$1.0B	$690K	$0
Blue Rock Advisors, LLC Blue Rock Capital Fund, LP · all filings	EXCELSIOR, MN	Other service providers	$705.6M	$546K	$0
Blue Rock Advisors, LLC Blue Rock Liquid Alpha Fund, L.P. · all filings	WAYZATA, MN	Other service providers	$622.5M	$658K	$0
Blue Rock Advisors, LLC Blue Rock Equity Plus Fund, LP · all filings	EXCELSIOR, MN	Other service providers	$442.7M	$63K	$0
Blue Rock Advisors, LLC Blue Rock Equity Plus Fund, LP · all filings	WAYZATA, MN	Other service providers	$375.5M	$64K	$0
Blue Rock Advisors, LLC Blue Rock Liquid Alpha Fund, L.P. · all filings	EXCELSIOR, MN	Other service providers	$339.2M	$584K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio a · all filings	EXCELSIOR, MN	Other service providers	$143.4M	$40K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio a · all filings	WAYZATA, MN	Other service providers	$113.3M	$42K	$0
Blue Rock Advisors, LLC Blue Rock Fixed Income Plus Fund, L.P. · all filings	EXCELSIOR, MN	Other service providers	$25.1M	$40K	$0
Blue Rock Advisors, LLC Blue Rock Fixed Income Plus Fund, L.P. · all filings	WAYZATA, MN	Other service providers	$24.1M	$42K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B · all filings	EXCELSIOR, MN	Other service providers	$21.2M	$40K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B · all filings	WAYZATA, MN	Other service providers	$20.6M	$42K	$0