LEO BERWICK
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
4
Active participants
0
Total plan assets
$11.5B
Filings (rows)
4
Direct comp
$364K
Indirect comp
$0
SERVICES PROVIDED
Other4
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC ULLICO INFRASTRUCTURE TAX EXEMPT FUND LP | SILVER SPRING, MD | Other | — | $5.3B | $267K |
| ULLICO INVESTMENT ADVISORS INC ULLICO INFRASTRUCTURE TAX EXEMPT FUND LP | SILVER SPRING, MD | Other | — | $4.6B | $51K |
| ULLICO INVESTMENT ADVISORS INC. ULLICO INFRASTRUCTURE TAXABLE FUND LP | SILVER SPRING, MD | Other | — | $909.4M | $38K |
| ULLICO INVESTMENT ADVISORS INC. ULLICO INFRASTRUCTURE TAXABLE FUND LP | SILVER SPRING, MD | Other | — | $700.0M | $7K |