Cap Financial Partners, LLC — 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, LLC is reported as a service provider on 66 loaded Form 5500 filing(s) across 61 plan sponsor(s) and 66 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,998,059 and reported indirect compensation totals $80,831.
Reported compensation summary
- Reported direct compensation
- $2,998,059
- Reported indirect compensation
- $80,831
- Total reported compensation
- $3,078,890
- Filings
- 66
- Plan sponsors
- 61
- Plans
- 66
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Orlando Health, Inc. | FL | 2 | $155,789 |
| National Academy Of Sciences | DC | 2 | $135,000 |
| Stewart Title Guaranty Company | TX | 1 | $104,167 |
| Insurance Trust For Delta Retirees, Inc. | GA | 1 | $98,548 |
| Savannah College Of Art And Design | GA | 1 | $96,773 |
| Temple University Health System Inc | PA | 2 | $94,959 |
| American University | DC | 1 | $94,301 |
| Mcdonalds Licensees Health And Welfare Trust | IL | 1 | $92,968 |
| Brookhaven Science Associates, LLC | NY | 2 | $84,414 |
| Adelphi University | NY | 1 | $79,130 |
State footprint
Plans reporting Cap Financial Partners, LLC are sponsored in NY (13), FL (6), MI (6), CA (5), PA (5), NC (3), VA (3), DC (3), GA (3), TX (3), WI (2), MO (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Orlando Health, Inc. | Orlando Health Retirement Savings Plan 403b | 2023 | $117,792 | not reported in the loaded dataset |
| Stewart Title Guaranty Company | Stewart 401(K) Savings Plan | 2023 | $104,167 | not reported in the loaded dataset |
| Insurance Trust For Delta Retirees, Inc. | Insurance Trust For Delta Retirees, Inc. Benefit Plan | 2023 | $98,548 | not reported in the loaded dataset |
| Savannah College Of Art And Design | Savannah College Of Art And Design Retirement Plan | 2023 | $96,773 | not reported in the loaded dataset |
| American University | American University Defined Contribution Retirement Plan | 2023 | $94,301 | not reported in the loaded dataset |
| Mcdonalds Licensees Health And Welfare Trust | Mcdonald'S Licensees/Rmhc Health & Welfare Gia | 2023 | $92,968 | not reported in the loaded dataset |
| Adelphi University | Adelphi University Defined Contribution Retirement Plan | 2023 | $79,130 | not reported in the loaded dataset |
| Woods Rogers Vandeventer Black Plc | Employees' Profit Sharing Plan Of Woods Rogers Plc | 2023 | $76,630 | not reported in the loaded dataset |
| The Mohegan Tribe Of Indians Of Connecticut | The Mohegan Retirement And 401(K) Plan | 2023 | $74,806 | not reported in the loaded dataset |
| Physicians East Pa | Physicians East Pa Profit Sharing Plan & Trust | 2023 | $72,500 | not reported in the loaded dataset |
| Iso New England Inc. | Iso New England Inc. Supplemental Retirement And Savings Plan | 2023 | $71,700 | not reported in the loaded dataset |
| Danone North America Public Benefit Corporation | Danone U.S. 401(K) Plan | 2023 | $67,514 | not reported in the loaded dataset |
| Knoll, Inc. | The Knoll Pension Plan | 2023 | $67,500 | not reported in the loaded dataset |
| National Academy Of Sciences | Nas Salary Reduction Contribution Retirement Plan | 2023 | $67,500 | not reported in the loaded dataset |
| National Academy Of Sciences | Nas Primary Retirement Plan | 2023 | $67,500 | not reported in the loaded dataset |
| Quality Technology Services, LLC | Quality Technology Services, LLC 401(K) Plan | 2023 | $66,800 | not reported in the loaded dataset |
| Gonzaga University | Gonzaga University 403b Retirement Plan | 2023 | $64,607 | not reported in the loaded dataset |
| Maloney & Novotny LLC | Maloney & Novotny LLC 401k Savings Plan And Trust | 2023 | $61,947 | not reported in the loaded dataset |
| Kern Machinery, Inc. | Camp Family Ventures 401(K) Plan | 2023 | $60,439 | not reported in the loaded dataset |
| Badger Meter, Inc. | Badger Meter Employee Savings And Stock Ownership Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Temple University Health System Inc | Temple University Health System, Inc. 403(B) Plan | 2023 | $57,727 | not reported in the loaded dataset |
| Sonray Solar, Inc. | Sonray Group 401(K) Profit Sharing Plan | 2023 | $54,380 | not reported in the loaded dataset |
| Monmouth University, Inc. | Monmouth University Defined Contribution Retirement Plan | 2023 | $53,881 | not reported in the loaded dataset |
| Schellman Compliance, LLC | Schellman Compliance, LLC. 401(K) Profit Sharing Plan | 2023 | $51,359 | not reported in the loaded dataset |
| Affinity Federal Credit Union | Affinity Federal Credit Union 401(K) Plan | 2023 | $50,672 | not reported in the loaded dataset |
| Landstar System Holdings, Inc. | Landstar System, Inc. 401(K) Savings Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Global Tungsten & Powders LLC | Gtp Savings Plan | 2023 | $0 | $50,000 |
| Le Moyne College | Le Moyne College 403(B) Plan | 2023 | $49,379 | not reported in the loaded dataset |
| Thermon, Inc. | Thermon Inc. 401(K) Plan | 2023 | $48,455 | not reported in the loaded dataset |
| The Childrens Mercy Hospital | Children'S Mercy Hospital Tax-Deferred Annuity Retirement Plan | 2023 | $48,402 | not reported in the loaded dataset |
| Mcnichols Company | Mcnichols Company Profit Sharing And 401(K) Plan | 2023 | $48,000 | not reported in the loaded dataset |
| Kings College | King'S College Defined Contribution Retirement Plan | 2023 | $47,500 | not reported in the loaded dataset |
| Cornell University | Weill Cornell Medical College Retirement Plan For Faculty And Exempt Employees | 2023 | $47,002 | not reported in the loaded dataset |
| The Oscar W. Larson Company | Owl Services 401(K) Plan | 2023 | $46,181 | not reported in the loaded dataset |
| Laborers Union Local No. 1174 Annuity Fund | Laborers Union Local No. 1174 Annuity Fund | 2023 | $45,533 | not reported in the loaded dataset |
| Brookhaven Science Associates, LLC | Brookhaven Science Associates, LLC 401(K) Plan | 2023 | $42,207 | not reported in the loaded dataset |
| Brookhaven Science Associates, LLC | Brookhaven Science Associates, LLC Retirement Plan | 2023 | $42,207 | not reported in the loaded dataset |
| Orlando Health, Inc. | Orlando Health, Inc. Retirement Savings Plan 401a | 2023 | $37,997 | not reported in the loaded dataset |
| Howard Hughes Medical Institute | Howard Hughes Medical Institute Retirement Savings Plan | 2023 | $37,593 | not reported in the loaded dataset |
| Temple University Health System Inc | Temple University Health System, Inc. Defined Contribution Retirement Plan | 2023 | $37,232 | not reported in the loaded dataset |
| Eastern Radiologists, Inc. | Eastern Radiologists, Inc. Profit Sharing Plan And Trust | 2023 | $36,000 | not reported in the loaded dataset |
| Mercy University | Mercy University Retirement Plan | 2023 | $33,750 | not reported in the loaded dataset |
| Loftin Equipment Company | Loftin Equipment Company 401(K) Plan | 2023 | $32,930 | not reported in the loaded dataset |
| The M/A/R/C Group | The M/A/R/C Group Pension Plan | 2023 | $32,500 | not reported in the loaded dataset |
| Bbdo Detroit | Bbdo Detroit Pension And Cash Balance Plan | 2023 | $32,500 | not reported in the loaded dataset |
| Opus Packaging Group, Inc. | Opus Packaging Group, Inc. 401(K) Profit Sharing Plan | 2023 | $32,089 | $14 |
| Ringling College Of Art And Design, Inc. | Ringling College Of Art And Design Retirement Plan | 2023 | $31,971 | not reported in the loaded dataset |
| Matthews Buses, Inc. | Matthews Buses, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $30,817 |
| Flint Hill School | Flint Hill 403(B) Dc And Tda Plan | 2023 | $29,736 | not reported in the loaded dataset |
| Interstate Oil Co. | Interstate Oil Co. Savings & Retirement Plan | 2023 | $26,312 | not reported in the loaded dataset |
Related Form 5500 pages
- Orlando Health Retirement Savings Plan 403b (plan 003)
- Orlando Health, Inc. — all reported plans
- Stewart 401(K) Savings Plan (plan 002)
- Stewart Title Guaranty Company — all reported plans
- Insurance Trust For Delta Retirees, Inc. Benefit Plan (plan 510)
- Insurance Trust For Delta Retirees, Inc. — all reported plans
- Savannah College Of Art And Design Retirement Plan (plan 002)
- Savannah College Of Art And Design — all reported plans
- American University Defined Contribution Retirement Plan (plan 001)
- American University — all reported plans
- Mcdonald'S Licensees/Rmhc Health & Welfare Gia (plan 501)
- Mcdonalds Licensees Health And Welfare Trust — all reported plans
- Adelphi University Defined Contribution Retirement Plan (plan 001)
- Adelphi University — all reported plans
- Employees' Profit Sharing Plan Of Woods Rogers Plc (plan 001)
- Woods Rogers Vandeventer Black Plc — all reported plans
- The Mohegan Retirement And 401(K) Plan (plan 001)
- The Mohegan Tribe Of Indians Of Connecticut — all reported plans
- Physicians East Pa Profit Sharing Plan & Trust (plan 001)
- Physicians East Pa — all reported plans
- Iso New England Inc. Supplemental Retirement And Savings Plan (plan 001)
- Iso New England Inc. — all reported plans
- Danone U.S. 401(K) Plan (plan 004)
- Danone North America Public Benefit Corporation — all reported plans
- The Knoll Pension Plan (plan 001)
- Knoll, Inc. — all reported plans
- Nas Salary Reduction Contribution Retirement Plan (plan 004)
- National Academy Of Sciences — all reported plans
- Nas Primary Retirement Plan (plan 003)
- Quality Technology Services, LLC 401(K) Plan (plan 001)
- Quality Technology Services, LLC — all reported plans
- Gonzaga University 403b Retirement Plan (plan 001)
- Gonzaga University — all reported plans
- Maloney & Novotny LLC 401k Savings Plan And Trust (plan 001)
- Maloney & Novotny LLC — all reported plans
- Camp Family Ventures 401(K) Plan (plan 001)
- Kern Machinery, Inc. — all reported plans
- Badger Meter Employee Savings And Stock Ownership Plan (plan 009)
- Badger Meter, Inc. — all reported plans
- Temple University Health System, Inc. 403(B) Plan (plan 002)
- Temple University Health System Inc — all reported plans
- Sonray Group 401(K) Profit Sharing Plan (plan 001)
- Sonray Solar, Inc. — all reported plans
- Monmouth University Defined Contribution Retirement Plan (plan 001)
- Monmouth University, Inc. — all reported plans
- Schellman Compliance, LLC. 401(K) Profit Sharing Plan (plan 001)
- Schellman Compliance, LLC — all reported plans
- Affinity Federal Credit Union 401(K) Plan (plan 002)
- Affinity Federal Credit Union — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources