SEGMENT WEALTH MANAGEMENT

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

884

Total plan assets

$87.8M

Filings (rows)

Direct comp

$247K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
NETWORK FUNDING, L.P. NETWORK FUNDING, L.P. SAFE HARBOR 401(K) PLAN	HOUSTON, TX	Advisor / Consultant INVESTMENT ADVISOR	262	$32.6M	$88K
NETWORK FUNDING, L.P. NETWORK FUNDING, L.P. SAFE HARBOR 401(K) PLAN	HOUSTON, TX	Advisor / Consultant INVESTMENT ADVISOR	260	$29.5M	$77K
NETWORK FUNDING, L.P.