· 2022–2024 · DOL EFAST2
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WESTVIEW CAPITAL 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
1
Active participants
40,642
Total plan assets
$8.3B
Filings (rows)
1
Direct comp
$8K
Indirect comp
$0
SERVICES PROVIDED
Investment manager
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY CASH BALANCE PLAN
MINNEAPOLIS, MN
Investment manager
NONE
40,642
$8.3B
$8K
WESTVIEW CAPITAL MGMT — Form 5500 Service Provider Profile | Form 5500 Search