CRESTLINE OPPORTUNITY FUND
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
3
Active participants
44,958
Total plan assets
$10.3B
Filings (rows)
3
Direct comp
$245K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGEMENT | 14,814 | $3.5B | $10K |
| UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGEMENT | 15,151 | $3.5B | $96K |
| UNITED BENEFITS GROUP CO-OP RETIREMENT PLAN | KANSAS CITY, MO | Advisor / Consultant INVESTMENT MANAGEMENT | 14,993 | $3.4B | $138K |