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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees of the Indiana Teamsters Pension Plan Indiana Teamsters Pension Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	1,283	$100.6M	$395K	$0
Board of Trustees of the Indiana Teamsters Pension Plan Indiana Teamsters Pension Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	1,101	$88.7M	$363K	$0