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

Active participants

44,958

Total plan assets

$10.3B

Filings (rows)

Direct comp

$245K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
United Benefits Group Co-OP Retirement Plan · all filings	KANSAS CITY, MO	Advisor / Consultant	14,814	$3.5B	$10K	$0
United Benefits Group Co-OP Retirement Plan · all filings	KANSAS CITY, MO	Advisor / Consultant	15,151	$3.5B	$96K	$0
United Benefits Group Co-OP Retirement Plan · all filings	KANSAS CITY, MO	Advisor / Consultant	14,993	$3.4B	$138K	$0