Plans listing this provider
129
0.23% of the 56,420 plans with Schedule H financials; 106 in 2023
Providers › Capfinancial Partners LLC
Capfinancial Partners LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $6,341,288
Assets of those plans
$25,596,219,115
0.33% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$6,341,288
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 101 |
| 50 | Direct payment from the plan | 60 |
| 99 | Other fees | 15 |
| 16 | Consulting (general) | 9 |
| 26 | Investment advisory (participants) | 7 |
| 28 | Investment management | 4 |
| 51 | Investment management fees paid directly by plan | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| WSP USA Retirement Savings Plan | WSP USA Buildings | $3,317,124,739 | 21,638 | $45,527 |
| Kimley-horn and Associates, Inc. Retirement Savings and Pension Plan | Kimley Horn and Associates | $2,347,693,224 | 9,862 | $85,407 |
| L'oreal USA, Inc. Employee Retirement Savings Plan | L'oreal USA | $2,037,074,964 | 12,810 | $119,257 |
| Mcguirewoods LLP Retirement Savings Plan | Mcguirewoods | $1,164,138,525 | 3,180 | $50,000 |
| IHG 401(k) Savings and Retirement Plan | Six Continents Hotels | $1,132,447,978 | 12,111 | $36,000 |
| Daiichi Sankyo, Inc. Savings and Retirement Plan | Daiichi Sankyo | $963,640,152 | 3,649 | $75,530 |
| Reworld Savings Plan | Ogden Projects | $947,719,822 | 4,622 | $55,855 |
| Ralph Lauren Corporation 401(k) Plan | Ralph Lauren | $826,556,387 | 10,010 | $11,138 |
| Menasha Corporation 401(k) Retirement Savings Plan | Menasha | $692,599,299 | 6,688 | $76,228 |
| Saputo USA 401(k) Plan | Saputo Cheese USA | $649,856,926 | 8,440 | $70,000 |
| TAG the Aspen Group 401(k) Plan | Team TAG Services | $596,905,952 | 11,636 | $81,081 |
| Offutt Companies 401(k) Savings Plan | R.D. Offutt | $591,992,052 | 6,482 | $74,346 |
| Toshiba America, Inc. 401(k) Savings Plan | Toshiba America | $511,717,550 | 1,556 | $67,514 |
| Athletico, Ltd. Employees Profit Sharing Plan | Athletico | $410,274,957 | 11,216 | $92,000 |
| Moore & Van Allen PLLC 401(k) Profit Sharing Plan | Moore & Van Allen | $403,185,904 | 897 | $75,615 |
| TMC Healthcare 401(k) Plan | TMC Healthcare | $379,427,030 | 7,182 | $82,964 |
| Sura/jefferson Science Associates 401(k) Plan | Southeastern Universities Research Association Inc. (sura) | $323,960,455 | 1,531 | $101,500 |
| Ellwood 401(k) Retirement Plan | Ellwood City Forge | $310,647,942 | 1,735 | $17,257 |
| District Medical Group, Inc. Profit Sharing and 401(k) Plan & Trust | District Medical Group | $300,343,077 | 1,139 | $109,789 |
| Boston Properties Retirement Savings Plan | BP Management | $291,997,924 | 1,115 | $96,723 |
| Morgan US Employees' 401(k) Plan | Morganite Industries | $289,844,308 | 3,108 | $161,723 |
| Scientific Research Corporation 401(k) Profit Sharing Plan | Scientific Research | $264,387,830 | 1,959 | $49,044 |
| Silgan Retirement Savings Plan for Hourly Employees | Silgan Containers Manufacturing | $259,297,456 | 4,624 | $54,668 |
| Suburban Propane Retirement Savings and Investment Plan | Suburban Propane | $254,032,728 | 4,327 | $56,280 |
| Holland Hospital 401(k) Savings Plan | Holland Hospital | $241,027,235 | 2,779 | $112,785 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.