Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Capital Mgmt Services Inc
Capital Mgmt Services Inc
- Service provider, as named on Schedule C
- EIN 431410129
- Plan year 2024
- Direct compensation reported $427,874
Assets of those plans
$20,644,103,994
0.27% 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
$427,874
95% 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 |
|---|---|---|
| 26 | Investment advisory (participants) | 19 |
| 50 | Direct payment from the plan | 16 |
| 33 | Securities brokerage | 3 |
| 70 | Consulting fees | 1 |
| 71 | Securities brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $27,892 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $5,318 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $22,954 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $29,967 |
| Mayer Brown LLP USA Savings Plan | Mayer Brown | $1,232,363,463 | 3,301 | $35,691 |
| Littler Mendelson 401(k) Plan and Trust | Littler Mendelson | $1,087,308,336 | 3,234 | $59,285 |
| Dentons US LLP Profit Sharing Plan | Dentons US | $998,819,836 | 2,561 | $8,682 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $13,286 |
| Taft Stettinius & Hollister LLP Thrift Savings & Retirement Plan | Taft Stettinius & Hollister | $848,887,158 | 1,807 | $7,673 |
| Katten Muchin Rosenman LLP Defined Contribution Plan | Katten Muchin Rosenman | $793,329,842 | 1,957 | $0 |
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath | $772,687,737 | 1,794 | $13,429 |
| Shook, Hardy & Bacon 401(k) Profit Sharing Plan | Shook Hardy & Bacon | $650,782,045 | 1,806 | $63,303 |
| Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan | Baker Donelson Bearman Caldwell & Berkowitz | $627,568,677 | 1,622 | $6,735 |
| Polsinelli Profit Sharing Plan I | Polsinelli | $586,762,913 | 1,898 | $22,045 |
| Vorys, Sater, Seymour and Pease LLP Retirement Plan | Vorys Sater Seymour and Pease | $435,538,575 | 1,069 | $5,197 |
| Day Pitney Profit Sharing and 401(k) Plan | Day Pitney | $375,555,177 | 1,040 | $9,316 |
| Ice Miller Retirement Plan | Ice Miller | $370,603,987 | 898 | $8,615 |
| Haynes and Boone Retirement Savings Plan | Haynes and Boone | $360,480,866 | 1,590 | $12,747 |
| Frost Brown Todd LLP Retirement Savings Plan | Frost Brown Todd | $329,945,037 | 746 | $34,275 |
| Smith, Gambrell & Russell, LLP 401(k) Retirement Plan | Smith Gambrell & Russell | $266,434,581 | 702 | $7,445 |
| Frost Brown Todd LLP Retirement Savings Plan for Associated Lawyers | Frost Brown Todd | $179,023,165 | 456 | $26,184 |
| Dickson-diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing Plan | Dickson-diveley Midwest Orthopaedic Clinic | $57,740,937 | 702 | $7,835 |
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.