Capfinancial Partners LLC Dba Captr — 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, Capfinancial Partners LLC Dba Captr is reported as a service provider on 150 loaded Form 5500 filing(s) across 144 plan sponsor(s) and 150 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $7,649,100 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $7,649,100
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $7,649,100
- Filings
- 150
- Plan sponsors
- 144
- Plans
- 150
- 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 |
|---|---|---|---|
| Ericsson Inc. | TX | 1 | $326,148 |
| Olympus Corporation Of The Americas | PA | 1 | $254,000 |
| Baker Roofing Company, LLC | NC | 1 | $231,743 |
| Assuredpartners, Inc. | FL | 1 | $183,743 |
| Veridian Credit Union | IA | 1 | $180,582 |
| Sterling Jewelers Inc. | OH | 1 | $164,661 |
| Maynard Nexsen, Pc | AL | 2 | $133,464 |
| Delicato Vineyards, LLC | CA | 1 | $132,772 |
| C. F. Martin &Amp; Co. Inc. | PA | 2 | $112,958 |
| Sumitomo Mitsui Banking Corporation | NY | 1 | $110,000 |
State footprint
Plans reporting Capfinancial Partners LLC Dba Captr are sponsored in CA (19), NC (14), OH (13), MI (12), PA (10), NY (9), TX (8), AL (7), IA (6), MA (5), NJ (5), FL (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ericsson Inc. | Ericsson Us 401(K) Plan | 2023 | $326,148 | not reported in the loaded dataset |
| Olympus Corporation Of The Americas | Olympus Corporation Of The Americas 401k Savings Plan | 2023 | $254,000 | not reported in the loaded dataset |
| Baker Roofing Company, LLC | Baker Roofing Company 401(K) Plan | 2023 | $231,743 | not reported in the loaded dataset |
| Assuredpartners, Inc. | Assuredpartners 401(K) Plan | 2023 | $183,743 | not reported in the loaded dataset |
| Veridian Credit Union | Veridian Credit Union 401(K) Plan And Trust | 2023 | $180,582 | not reported in the loaded dataset |
| Sterling Jewelers Inc. | Signet Jewelers Retirement Savings Plan | 2023 | $164,661 | not reported in the loaded dataset |
| Delicato Vineyards, LLC | Delicato Vineyards Employee Retirement Plan | 2023 | $132,772 | not reported in the loaded dataset |
| Maynard Nexsen, Pc | Maynard Nexsen Pc 401(K) Plan & Trust | 2023 | $122,538 | not reported in the loaded dataset |
| Sumitomo Mitsui Banking Corporation | Sumitomo Mitsui Banking Corporation 401(K) Plan | 2023 | $110,000 | not reported in the loaded dataset |
| Asendia Usa, Inc. | Asendia Usa 401(K) Profit Sharing Plan | 2023 | $109,910 | not reported in the loaded dataset |
| Qliktech Inc. | Qliktech Inc. 401(K) Plan | 2023 | $107,154 | not reported in the loaded dataset |
| Westchester Medical Center Advanced Physician Services, P.C | Wmchealth Network Affiliated Employers 401(K) Plan | 2023 | $106,641 | not reported in the loaded dataset |
| Technimark LLC | Technimark Retirement Savings Plan | 2023 | $102,952 | not reported in the loaded dataset |
| Tank Holding Corp. | The 401(K) Plan | 2023 | $100,441 | not reported in the loaded dataset |
| Vanasse Hangen Brustlin, Inc. | Vanasse Hangen Brustlin, Inc. Retirement Plan | 2023 | $99,770 | not reported in the loaded dataset |
| Johnson & Wales University | Johnson & Wales University 401(K) Retirement Savings Plan | 2023 | $95,508 | not reported in the loaded dataset |
| Burr & Forman Llp | Burr & Forman Llp Profit Sharing Plan | 2023 | $93,911 | not reported in the loaded dataset |
| Olympic Steel, Inc., An Ohio Corporation | Olympic Steel, Inc. Employees' 401(K) Retirement Plan | 2023 | $93,417 | not reported in the loaded dataset |
| Ks Industries, Lp | Ks Industries, Lp 401(K) Plan | 2023 | $90,897 | not reported in the loaded dataset |
| Bentley Systems, Inc. | Bentley Systems, Incorporated Profit Sharing/401(K) Plan | 2023 | $90,638 | not reported in the loaded dataset |
| Vermeer Midwest, Inc. | Vermeer-Midwest Retirement Plan | 2023 | $87,705 | not reported in the loaded dataset |
| Avon Products, Inc. | Avon Personal Savings Account Plan | 2023 | $87,182 | not reported in the loaded dataset |
| Acadia Healthcare Company, Inc. | Acadia Healthcare Company, Inc. 401(K) Plan | 2023 | $87,069 | not reported in the loaded dataset |
| Conner Strong & Buckelew Companies, LLC | Conner Strong & Buckelew Companies, LLC 401(K) Plan | 2023 | $84,397 | not reported in the loaded dataset |
| Fross Zelnick Lehrman & Zissu, P.C. | Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan | 2023 | $83,760 | not reported in the loaded dataset |
| Reliance Test & Technology, LLC | Reliance Test & Technology, LLC 401(K) Plan | 2023 | $80,592 | not reported in the loaded dataset |
| Balch & Bingham Llp | Balch & Bingham Llp 401(K) Profit Sharing Plan | 2023 | $80,400 | not reported in the loaded dataset |
| Amcor Flexibles North America, Inc. | Amcor 401(K) Plan | 2023 | $78,833 | not reported in the loaded dataset |
| W.T. Humphrey, Inc. | W.T. Humphrey, Inc. 401(K) Profit Sharing Plan | 2023 | $77,386 | not reported in the loaded dataset |
| Bally Ribbon Mills | The Bally Ribbon Mills Profit Sharing 401(K) Plan | 2023 | $77,281 | not reported in the loaded dataset |
| Alfred Williams & Company | Alfred Williams & Company 401(K) Plan | 2023 | $76,297 | not reported in the loaded dataset |
| Constellation Brands, Inc. | Constellation Brands, Inc. 401(K) And Profit Sharing Plan | 2023 | $76,043 | not reported in the loaded dataset |
| Evident Scientific | Evident Scientific 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Montecito Retirement Association D/B/A Casa Dorinda | Casa Dorinda Tax-Deferred Annuity Plan | 2023 | $72,598 | not reported in the loaded dataset |
| Earnhardt Management Company | Earnhardt'S Savings Plan | 2023 | $71,621 | not reported in the loaded dataset |
| Beacon Residential Management Limited Partnership | Beacon Residential Management Limited Partnership 401k Retirement Savings Plan | 2023 | $69,400 | not reported in the loaded dataset |
| C. F. Martin &Amp; Co. Inc. | C. F. Martin & Co., Inc. 401(K) Plan | 2023 | $68,618 | not reported in the loaded dataset |
| Ancestry.Com Operations Inc. | Ancestry Retirement Savings And Investment Plan | 2023 | $65,686 | not reported in the loaded dataset |
| Mns Engineers, Inc. | Mns Engineers, Inc. 401(K) Plan | 2023 | $65,488 | not reported in the loaded dataset |
| Cardone Industries, Inc. | Cardone Industries, Inc. 401(K) Safe Harbor Plan | 2023 | $62,728 | not reported in the loaded dataset |
| Polywood | Polywood 401(K) Profit Sharing Plan | 2023 | $61,123 | not reported in the loaded dataset |
| Beacon Sales Acquisition, Inc. | Beacon Sales Acquisition, Inc. 401(K) Profit Sharing Plan | 2023 | $60,563 | not reported in the loaded dataset |
| Seg Inc. | Spring Education Group 401(K) Retirement Plan | 2023 | $60,485 | not reported in the loaded dataset |
| Meritus Medical Center, Inc. | Meritus Health 401(K) Savings Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Hillcrest Convalescent Center, Inc. | Hillcrest Convalescent Center 401(K) Retirement Plan | 2023 | $58,860 | not reported in the loaded dataset |
| Wm. Bolthouse Farms, Inc. | Bolthouse Farms, Inc. 401(K) Retirement Plan | 2023 | $58,489 | not reported in the loaded dataset |
| Katahdin Trust Company | Katahdin Trust Company 401(K) Plan | 2023 | $58,173 | not reported in the loaded dataset |
| Liberty Diversified Internationl, Inc. | Liberty Diversified International, Inc. Retirement Plan | 2023 | $56,250 | not reported in the loaded dataset |
| Waldorf Ford, Inc. | Waldorf Ford, Inc. Salary Deferral 401(K) Profit Sharing Plan | 2023 | $54,656 | not reported in the loaded dataset |
| Advance Beverage Co., Inc. | Advance Beverage Co., Inc. 401(K) Profit Sharing Plan | 2023 | $54,360 | not reported in the loaded dataset |
Related Form 5500 pages
- Ericsson Us 401(K) Plan (plan 006)
- Ericsson Inc. — all reported plans
- Olympus Corporation Of The Americas 401k Savings Plan (plan 006)
- Olympus Corporation Of The Americas — all reported plans
- Baker Roofing Company 401(K) Plan (plan 002)
- Baker Roofing Company, LLC — all reported plans
- Assuredpartners 401(K) Plan (plan 001)
- Assuredpartners, Inc. — all reported plans
- Veridian Credit Union 401(K) Plan And Trust (plan 002)
- Veridian Credit Union — all reported plans
- Signet Jewelers Retirement Savings Plan (plan 001)
- Sterling Jewelers Inc. — all reported plans
- Delicato Vineyards Employee Retirement Plan (plan 001)
- Delicato Vineyards, LLC — all reported plans
- Maynard Nexsen Pc 401(K) Plan & Trust (plan 002)
- Maynard Nexsen, Pc — all reported plans
- Sumitomo Mitsui Banking Corporation 401(K) Plan (plan 002)
- Sumitomo Mitsui Banking Corporation — all reported plans
- Asendia Usa 401(K) Profit Sharing Plan (plan 001)
- Asendia Usa, Inc. — all reported plans
- Qliktech Inc. 401(K) Plan (plan 001)
- Qliktech Inc. — all reported plans
- Wmchealth Network Affiliated Employers 401(K) Plan (plan 001)
- Westchester Medical Center Advanced Physician Services, P.C — all reported plans
- Technimark Retirement Savings Plan (plan 001)
- Technimark LLC — all reported plans
- The 401(K) Plan (plan 001)
- Tank Holding Corp. — all reported plans
- Vanasse Hangen Brustlin, Inc. Retirement Plan (plan 001)
- Vanasse Hangen Brustlin, Inc. — all reported plans
- Johnson & Wales University 401(K) Retirement Savings Plan (plan 002)
- Johnson & Wales University — all reported plans
- Burr & Forman Llp Profit Sharing Plan (plan 001)
- Burr & Forman Llp — all reported plans
- Olympic Steel, Inc. Employees' 401(K) Retirement Plan (plan 003)
- Olympic Steel, Inc., An Ohio Corporation — all reported plans
- Ks Industries, Lp 401(K) Plan (plan 001)
- Ks Industries, Lp — all reported plans
- Bentley Systems, Incorporated Profit Sharing/401(K) Plan (plan 001)
- Bentley Systems, Inc. — all reported plans
- Vermeer-Midwest Retirement Plan (plan 001)
- Vermeer Midwest, Inc. — all reported plans
- Avon Personal Savings Account Plan (plan 003)
- Avon Products, Inc. — all reported plans
- Acadia Healthcare Company, Inc. 401(K) Plan (plan 001)
- Acadia Healthcare Company, Inc. — all reported plans
- Conner Strong & Buckelew Companies, LLC 401(K) Plan (plan 001)
- Conner Strong & Buckelew Companies, LLC — all reported plans
- Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan (plan 002)
- Fross Zelnick Lehrman & Zissu, P.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources