Cap Financial Partners — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cap Financial Partners is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $387,983 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$387,983
Reported indirect compensation
$0
Total reported compensation
$387,983
Filings
15
Plan sponsors
14
Plans
14
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Cap Financial Partners
SponsorStatePlansReported compensation
Rensselaer Polytechnic Institute C/O Controllers OfficeNY1$65,250
Board Of Trustees Arizona Pipe Trades Pension PlanAZ1$50,000
Krispy Kreme Doughnut CorporationNC1$45,000
Auro Hotels Management, LLCSC1$35,000
Span-America Medical Systems, IncSC1$35,000
Tanner Medical Center, IncGA1$34,000
Cht Usa Inc.MI1$30,820
Alchemee, LLCCA1$25,000
College BoardNY1$20,998
Firstgroup America, Inc.OH1$20,250

State footprint

Plans reporting Cap Financial Partners are sponsored in SC (4), AZ (3), NY (2), GA (1), MI (1), NC (1), OH (1), CA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Board Of Trustees Arizona Pipe Trades Pension PlanArizona Pipe Trades Pension Plan2023$50,000not reported in the loaded dataset
Krispy Kreme Doughnut CorporationKrispy Kreme Doughnut Corporation Retirement Savings Plan2023$45,000not reported in the loaded dataset
Rensselaer Polytechnic Institute C/O Controllers OfficeRensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer Contributions2023$43,500not reported in the loaded dataset
Auro Hotels Management, LLCAuro Hotels Management, LLC 401(K) Plan2023$35,000not reported in the loaded dataset
Span-America Medical Systems, IncSpan-America Medical Systems, Inc 401(K) Plan2023$35,000not reported in the loaded dataset
Tanner Medical Center, IncTanner Advantage 401(K) Plan2023$34,000not reported in the loaded dataset
Cht Usa Inc.Cht Usa 401(K) Profit Sharing Plan2023$30,820not reported in the loaded dataset
Alchemee, LLCAlchemee 401(K) Plan2023$25,000not reported in the loaded dataset
Rensselaer Polytechnic Institute C/O Controllers OfficeRensselaer Polytechnic Institute Defined Contribution Retirement Plan For Rensselaer Contributions2023$21,750not reported in the loaded dataset
College BoardCollege Entrance Examination Board Tax-Deferred Annuity Plan2023$20,998not reported in the loaded dataset
Firstgroup America, Inc.First Student, Inc. Retirement Savings Plan2023$20,250not reported in the loaded dataset
Savaria Usa Inc.Savaria Usa 401(K) Plan2023$15,665not reported in the loaded dataset
Hampton Regional Medical CenterHampton Regional Medical Center Tax Deferred Annuity Plan2023$6,000not reported in the loaded dataset
Board Of Trustees Arizona Pipe Trades Dc Pension PlanArizona Pipe Trades Defined Contribution Pension Plan2023$5,000not reported in the loaded dataset
Fennemore Craig P.C.Fennemore Craig 401(K)Plan For Associates And Of Counsel2023$0$0

Related Form 5500 pages