Plans listing this provider
724
1.28% of the 56,420 plans with Schedule H financials; 711 in 2023
Providers › Capfinancial Partners LLC
Capfinancial Partners LLC
- Service provider, as named on Schedule C
- EIN 260058143
- Plan year 2024
- Direct compensation reported $38,936,194
Assets of those plans
$272,875,709,899
3.50% of all Schedule H plan assets
Plans where it is the recordkeeper
20
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$38,936,194
94% 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) | 482 |
| 50 | Direct payment from the plan | 206 |
| 28 | Investment management | 87 |
| 16 | Consulting (general) | 85 |
| 26 | Investment advisory (participants) | 76 |
| 99 | Other fees | 74 |
| 70 | Consulting fees | 42 |
| 49 | Other services | 26 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Chevron Employee Savings Investment Plan | Chevron | $20,378,704,663 | 34,370 | $15,000 |
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $28,516 |
| Philips North America 401(k) Plan | Philips North America | $6,366,834,511 | 27,227 | $520,000 |
| Geico 401(k) Savings Plan | Geico | $6,227,697,332 | 46,421 | $79,104 |
| Centene Management Corporation Retirement Plan | Centene | $4,716,699,086 | 64,621 | $83,572 |
| The Savings and Investment Plan | WPP Group USA | $4,710,616,432 | 40,113 | $159,135 |
| NFL Player Second Career Savings Plan | Savings Board of the NFL Player Second Career Savings Plan | $4,084,628,160 | 11,584 | $27,022 |
| Firstenergy Corp. Savings Plan | Firstenergy | $3,900,816,650 | 16,604 | $187,500 |
| Aon Pooled Employer Plan | Aon Consulting | $3,138,698,069 | 51,344 | $19,165 |
| Samsung 401(k) Plan | Samsung Electronics America | $3,121,215,115 | 18,369 | $105,000 |
| Baycare Health System Retirement Plan | Baycare Health System | $3,113,132,043 | 39,256 | $135,000 |
| Gartner Inc. Savings and Investment Plan | Gartner | $2,695,168,659 | 15,198 | $84,810 |
| Republic Services, Inc. 401(k) Plan | Republic Services | $2,666,764,279 | 40,682 | $125,481 |
| Regeneron Pharmaceuticals, Inc. 401(k) Savings Plan | Regeneron Pharmaceuticals | $2,606,002,109 | 13,884 | $94,825 |
| Amentum 401(k) Retirement Plan | URS Federal Services | $2,491,428,129 | 39,270 | $629,500 |
| The Magna Group of Companies Retirement Savings Plans | Magna International of America | $2,470,105,136 | 30,444 | $159,068 |
| W.R. Berkley Corporation Profit Sharing Plan | Berkley W R | $2,293,383,287 | 9,048 | $54,000 |
| BJC 401(k) Plan | BJC Health System | $2,267,300,203 | 41,929 | $105,000 |
| The University of Vermont Medical Center 403(b) Plan | University of Vermont Health Network 403b) Retirement Savings Plan | $2,219,723,296 | 16,212 | $93,176 |
| Allegis Group, Inc. Retirement Savings Plan One | Allegis Group | $2,194,884,375 | 41,539 | $53,776 |
| BNP Paribas 401k Savings Plan | BNP Paribas | $2,175,741,313 | 6,471 | $58,350 |
| Southern Glazer's 401(k) Plan | Southern Glazer's Wine and Spirits | $2,071,024,330 | 19,804 | $126,875 |
| Holland and Knight Profit Sharing Plan & Trust | Holland & Knight | $1,984,044,457 | 4,825 | $65,000 |
| Performance Food Group Employee Savings Plan | Performance Food Group | $1,897,092,272 | 23,480 | $85,616 |
| O'reilly Automotive, Inc. Profit Sharing and Savings Plan | O’Reilly Automotive | $1,865,599,841 | 70,527 | $92,049 |
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.