Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 3 in 2023
Providers › Capfinancial Partners LLC DBA
Capfinancial Partners LLC DBA
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $515,011
Assets of those plans
$549,474,072
0.01% 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
$515,011
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) | 7 |
| 99 | Other fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ancestry Retirement Savings and Investment Plan | Ancestry.com Operations | $219,746,376 | 1,886 | $65,686 |
| Carriage Services 401(k) Plan | Carriage Funeral Holdings | $98,939,256 | 2,770 | $28,533 |
| Cytel Inc. Retirement Plan | Cytel | $74,991,957 | 813 | $30,000 |
| Clark Pacific 401(k) Plan | Clark Pacific | $57,762,918 | 481 | $121,630 |
| Southern First Bank 401(k) Plan | Southern First Bank | $31,090,628 | 341 | $57,360 |
| Katahdin Trust Company 401(k) Plan | Katahdin Trust | $24,338,643 | 201 | $69,121 |
| Alisal Employees Retirement Savings Plan | Alisal Properties | $16,326,821 | 409 | $37,320 |
| Alliance of Professionals & Consultants, Inc 401(k) Retirement Plan | Alliance of Professionals & Consultants | $14,312,286 | 186 | $35,522 |
| Hillcrest Convalescent Center 401(k) Retirement Plan | Hillcrest Convalescent Center | $9,707,043 | 176 | $69,481 |
| Werner Auto Team 401(k) Plan | Curtis | $2,258,144 | 170 | $358 |
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.