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

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
TRUSTEES OF IBEW - NECA SWHBF IBEW - NECA SOUTHWESTERN HEALTH AND BENEFIT FUND	DALLAS, TX	Investment manager	8,637	$96.5M	$40K	$0
TRUSTEES OF IBEW - NECA SWHBF IBEW - NECA SOUTHWESTERN HEALTH AND BENEFIT FUND	DALLAS, TX	Investment manager