Wellesley Asset 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

1,717

Total plan assets

$328.3M

Filings (rows)

Direct comp

$298K

Indirect comp

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
B of T IBEW Local NOS 570 & 518 and Southern AZ CHAP NECA Pension Plan IBEW Local NOS 570 & 518 and Southern AZ Chapt NECA Pension Plan · all filings	PHOENIX, AZ	Investment manager	600	$119.1M	$104K	$0
B of T IBEW Local NOS 570 & 518 and Southern AZ CHAP NECA Pension Plan IBEW Local NOS 570 & 518 and Southern AZ Chapt NECA Pension Plan · all filings	PHOENIX, AZ	Investment manager	583	$110.5M	$95K	$0
B of T IBEW Local NOS 570 & 518 and Southern AZ CHAP NECA Pension Plan IBEW Local NOS 570 & 518 and Souther AZ Chapt NECA Pension Plan · all filings	PHOENIX, AZ	Investment manager	534	$98.7M	$98K	$0