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SVB CAPITAL

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
3
Active participants
27,975
Total plan assets
$15.4B
Filings (rows)
3
Direct comp
$267K
Indirect comp
$0
Aggregating 2 name variants under "SVB CAPITAL"
SVB CAPITAL2SVB CAPITAL PARTNERS IV1

SERVICES PROVIDED

Advisor / Consultant2
Other1

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$7K
WELLMARK, INC.
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC.
DES MOINES, IA
Advisor / Consultant
INVESTMENT MANAGEMENT
1,456$297.3M$84K
WELLMARK, INC.
NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC.
DES MOINES, IA
Advisor / Consultant
INVESTMENT MANAGEMENT
1,340$234.8M$176K