Plans listing this provider
26
0.05% of the 56,420 plans with Schedule H financials; 27 in 2023
Providers › Captrust Investment Advisors
Captrust Investment Advisors
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,884,655
Assets of those plans
$679,312,136
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
$1,884,655
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 |
|---|---|---|
| 26 | Investment advisory (participants) | 26 |
| 27 | Investment advisory (plan) | 26 |
| 51 | Investment management fees paid directly by plan | 11 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Serra Automotive 401(k) Plan & Trust | Serra Automotive | $150,596,183 | 2,048 | $256,736 |
| General RV 401(k) Plan & Trust | General RV Centers | $77,439,669 | 1,803 | $145,564 |
| The Niello Company 401(k) Plan & Trust | Niello | $65,066,103 | 672 | $139,159 |
| John A. Biewer Company, Inc. 401(k) Plan & Trust | John A. Biewer | $35,118,142 | 841 | $125,949 |
| Feldman Automotive 401(k) Plan & Trust | Liberty Chevrolet | $32,939,038 | 937 | $42,840 |
| Kiekert USA, Inc. 401(k) Plan | Kiekert USA | $28,530,657 | 181 | $75,336 |
| Berger Chevrolet, Inc. 401(k) Plan & Trust | Berger Chevrolet | $25,171,133 | 258 | $114,584 |
| MTS Seating 401(k) Plan & Trust | Michigan Tube Swagers & Fabricators Inc. DBA MTS Seating | $24,890,147 | 283 | $87,897 |
| Mid-states Bolt & Screw, LLC 401(k) Plan & Trust | Mid-states Bolt & Screw | $20,792,134 | 263 | $73,582 |
| Authentix, Inc. 401(k) Plan | Authentix | $19,753,935 | 160 | $36,500 |
| Zehnder's of Frankenmuth, Inc. 401(k) & Profit Sharing Plan & Trust | Zehnder's of Frankenmuth | $19,020,391 | 450 | $73,771 |
| Crown Motors, Ltd. 401(k) Plan | Crown Motors | $18,836,920 | 211 | $59,008 |
| MM JS Auto Holdings, LLC 401(k) Plan | MM JS Auto Holdings | $17,378,436 | 567 | $29,448 |
| Towne Mortgage Company 401(k) Profit Sharing Plan | Towne Mortgage Company DBA Americu Mortgage Towne Mortgage | $16,642,080 | 298 | $57,361 |
| Hank Graff Chevrolet 401(k) Plan & Trust | Hank Graff Chevrolet | $16,251,025 | 136 | $56,211 |
| Betten Baker Auto Family 401(k) Retirement Plan | Betten Chevrolet-cadillac | $15,623,192 | 237 | $76,464 |
| The J. Reckner Associates, Inc. 401(k) Profit Sharing Plan and Trust | J. Reckner Associates | $15,093,807 | 122 | $46,447 |
| Toyota & Honda of Santa Maria 401(k) Plan & Trust | Toyota of Santa Maria | $14,147,421 | 173 | $37,841 |
| Richard Tool & Die Corporation 401(k) Plan | Rtdcorp | $11,877,374 | 132 | $52,470 |
| ST. Louis Auto Dealers Association - Machinists District No. 9 401(k) Plan | ST. Louis Auto Dealers Association | $11,319,490 | 281 | $69,206 |
| Szott Automotive 401(k) Plan & Trust | Szott M-59 Chrysler-jeep | $9,728,505 | 152 | $42,506 |
| Intermountain Wood Products, Inc. 401(k) and Profit Sharing Plan | Intermountain Wood Products | $9,125,651 | 138 | $68,109 |
| DENSO Air Systems Michigan Inc. Retirement Plan | DENSO Air Systems Michigan | $7,690,576 | 281 | $38,185 |
| Panel Processing, Inc. 401(k) Plan | Panel Processing | $5,884,031 | 188 | $33,990 |
| Detroit Employment Solutions Corporation 401(k) Plan | Detroit Employment Solutions | $5,284,829 | 101 | $19,384 |
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.