Schedule H - Line 4i(a)

When are we required to put a check mark for Schedule H - Line 4i(a)?

The instruction simply states, "In column (a), place an asterisk (*) on the line of each identified person known to be a party-in-interest to the plan."

Is there a different meaning for 'a party-in-interest' to the plan when it comes to Form 5500?

"Party in interest" for purposes of 5500 is defined on page 47 of instructions. It should be the same as in 3(14) of ERISA.

If any of the plan's investments are issued, etc., by a party in interest, you put the asterisk. E.g., investment in employer stock, lease of property from employer or owner or member of family, lease of property from a service provider, etc. These investments (i.e., where you have to place an asterisk) are going to be prohibited transactions, so you should determine whether exempt or nonexempt.

A Group Trust is provided by the daily record keeper.

All of funds in the Group Trust are publicly traded mutual funds and non of them are the daily record keeper issued securities.

All of the daily record keeper retirement clients'  trust asset are invested in this Group Trust

Is the large plan filer prepare required to put  asterisk (*) on Line 4i(a) in this scenario?