Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 8 in 2023
Providers › Capital Asset Advisory Services
Capital Asset Advisory Services
- Service provider, as named on Schedule C
- EIN 383470125
- Plan year 2024
- Direct compensation reported $208,189
Assets of those plans
$727,727,385
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$208,189
80% 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) | 6 |
| 50 | Direct payment from the plan | 3 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 22 | Insurance agents and brokers | 1 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $8,417 |
| Fulton County Health Center Employees' Pension Plan | Fulton County Health Center | $38,340,679 | 683 | $89,936 |
| Wireway/husky Employees 401(k) Plan | Wireway Husky | $9,799,405 | 173 | $0 |
| I.T.C. 401(k) Plan | Inter-tribal Council of Michigan | $8,383,682 | 134 | $48,212 |
| Consolidated Electrical Contractors, Inc. 401(k) Plan | L&D Electric Inc. D/B/A Consolidated Electrical Contractors | $5,539,136 | 121 | $29,077 |
| Senior Living Choices of Virginia, Inc. 403(b) Plan | Senior Living Choices of Virginia | $3,382,030 | 119 | $4,638 |
| Investing Together in Your Future Plan | Green Peak Industries | $3,303,852 | 154 | $1,681 |
| Capital Area Health Network 401(k) Profit Sharing Plan and Trecordkeeper | Vernon J Harris East End | $2,796,571 | 183 | $10,590 |
| Fibrix LLC 401(k) Plan | Fibrix | $2,767,641 | 214 | $0 |
| GCC MSO Holdings, LLC 401(k) Plan | GCC MSO Holdings | $2,536,677 | 837 | $15,638 |
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.