· 2022–2024 · DOL EFAST2
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Eaton Vance Wateroak Advisors
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Eaton Vance Wateroak Advisors
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
1
Active participants
14,959
Total plan assets
$11.8B
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
Showing only "EATON VANCE WATEROAK ADVISORS"
View all 9 variants aggregated →
EATON VANCE
85
EATON VANCE MANAGEMENT
27
EATON VANCE FUNDS
6
EATON VANCE TRUST
6
EATON VANCE INVESTMENT MANAGERS
2
EATON VANCE MANANGEMENT
2
EATON VANCE WATEROAK ADVISORS
1
SERVICES PROVIDED
Investment manager
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
United Airlines, Inc.
United Airlines Pilot Retirement Account Plan ·
all filings
CHICAGO, IL
Investment manager
14,959
$11.8B
$11K
$0
EATON VANCE WATER OAK ADVISORS
1
EATON VANCE INSTITUTIONAL SR LOAN
1
Eaton Vance Wateroak Advisors — Form 5500 Service Provider Profile | Form 5500 Search