OTLEY INVESTMENT FIDUCIARY SOLUTION

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

2,384

Total plan assets

$189.4M

Filings (rows)

Direct comp

$758K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS PENSION PLAN INDIANA TEAMSTERS PENSION PLAN	INDIANAPOLIS, IN	Advisor / Consultant	1,283	$100.6M	$395K	$0
BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS PENSION PLAN INDIANA TEAMSTERS PENSION PLAN	INDIANAPOLIS, IN	Advisor / Consultant