Wellesly 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

16,453

Total plan assets

$181.1M

Filings (rows)

Direct comp

$105K

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
Trustees of IBEW - NECA Swhbf IBEW - NECA Southwestern Health and Benefit Fund · all filings	DALLAS, TX	Investment manager	8,637	$96.5M	$40K	$0
Trustees of IBEW - NECA Swhbf IBEW - NECA Southwestern Health and Benefit Fund · all filings	DALLAS, TX	Investment manager	7,816	$84.6M	$65K	$0