VOLITION 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

Active participants

Total plan assets

$8.3B

Filings (rows)

Direct comp

$25K

Indirect comp

$366K

Aggregating 5 name variants under "VOLITION CAPITAL"

VOLITION CAPITAL II3 VOLITION CAPITAL IV2 VOLITION CAPITAL I2 VOLITION CAPITAL III2 VOLITION CAPITAL SELECT I1

SERVICES PROVIDED

Other2

Advisor / Consultant1

Top plans served

Showing top 10 of 3 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
UPMC UPMC MASTER TRUST	PITTSBURGH, PA	Other INVESTMENT MGR	—	$2.9B	$20K
UPMC UPMC MASTER TRUST	PITTSBURGH, PA	Other INVESTMENT MGR	—	$2.9B	$0
UPMC UPMC MASTER TRUST	PITTSBURGH, PA	Other