INVESTMENT MPERFORMANCE 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

8,010

Total plan assets

$57.5M

Filings (rows)

Direct comp

$10K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SAN DIEGO ELECTRICAL HEALTH AND WELFARE WELFARE PLAN SAN DIEGO ELECTRICAL HEALTH AND WELFARE PLAN	SAN DIEGO, CA	Advisor / Consultant INVESTMENT ADVISOR	3,539	$30.3M	$5K
SAN DIEGO ELECTRICAL HEALTH AND WELFARE WELFARE PLAN SAN DIEGO ELECTRICAL HEALTH AND WELFARE PLAN	SAN DIEGO, CA	Advisor / Consultant INVESTMENT ADVISOR	4,471	$27.2M	$5K