Weaver_Barksdale Investment Mgmt

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

10,187

Total plan assets

$307.1M

Filings (rows)

Direct comp

$224K

Indirect comp

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees Local 804 Welfare Trust Fund Local 804 Welfare Trust Fund · all filings	PORT WASHINGTON, NY	Investment manager	5,232	$154.9M	$112K	$0
Board of Trustees Local 804 Welfare Trust Fund Local 804 Welfare Trust Fund · all filings	PORT WASHINGTON, NY	Investment manager	4,955	$152.2M	$113K	$0