Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 10 in 2023
Providers › Capital Strategies Investment Group
Capital Strategies Investment Group
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $460,538
Assets of those plans
$1,383,516,926
0.02% 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
$460,538
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) | 11 |
| 50 | Direct payment from the plan | 2 |
| 26 | Investment advisory (participants) | 1 |
| 16 | Consulting (general) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ali Group Retirement Plan | Ali Group North America | $479,337,744 | 5,084 | $75,000 |
| Knowles Corporation 401(k) Plan | Knowles | $204,482,034 | 1,735 | $60,000 |
| Knauf Insulation Retirement Plan | Guardian Fiberglass | $179,916,470 | 1,693 | $42,599 |
| Roehl Transport, Inc. 401(k) Profit Sharing Plan | Roehl Transport | $138,651,441 | 3,143 | $27,459 |
| Heniff Companies 401(k) Retirement Savings Plan | Long Iron Services | $102,150,754 | 1,860 | $73,687 |
| Atlas World Group, Inc. Retirement Plan | Atlas World Group | $72,250,123 | 692 | $42,000 |
| Roxul USA Retirement and Savings Plan | Roxul USA | $70,287,933 | 858 | $32,500 |
| Knauf 401(k) Plan for Union Employees | Guardian Fiberglass | $50,587,027 | 557 | $5,213 |
| Charles L. Crane Agency Company 401(k) Plan | Charles L. Crane Agency | $47,676,646 | 226 | $73,955 |
| Fast Pace Medical Clinic, PLLC 401(k) Plan | Fast Pace Medical Clinical | $19,712,235 | 1,256 | $25,000 |
| Headco Industries, Inc. Profit Sharing and 401(k) Plan | Headco Industries | $18,464,519 | 275 | $3,125 |
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.