Capital Strategies Investment Group — 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, Capital Strategies Investment Group is reported as a service provider on 21 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 21 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,355,682 and reported indirect compensation totals $121,897.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.5MDirect + indirect, across loaded filings$1,477,579
Plans served21
Plan sponsors20
Filings21
Direct vs. indirect compensation
Direct compensation$1.4M
Indirect compensation$121.9K

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation26%Reyes Holdings, L.L.C.
Top state share of plans43%IL
Plan sponsors served20
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Capital Strategies Investment Group. Bars show relative scale.

  1. 1
    IL · 1 plan(s)
  2. 2
    MO · 1 plan(s)
  3. 3
    IL · 1 plan(s)
  4. 4
    IL · 1 plan(s)
  5. 5
    IN · 2 plan(s)
  6. 6
    MO · 1 plan(s)
  7. 7
    IL · 1 plan(s)
  8. 8
  9. 9
    IL · 1 plan(s)
  10. 10
    WI · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Capital Strategies Investment Group are sponsored, by plan count.

  1. 1
    IL9 plan(s)
  2. 2
    IN4 plan(s)
  3. 3
    NY2 plan(s)
  4. 4
    MO2 plan(s)
  5. 5
    IA2 plan(s)
  6. 6
    TN1 plan(s)
  7. 7
    WI1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Reyes Holdings, L.L.C.Reyes Holdings Retirement Plan2023$260,850$121,897
Rga Reinsurance CompanyRga Reinsurance Company Performance Pension Plan2023$186,213not reported in the loaded dataset
Acco Brands CorporationAcco Brands Corporation Pension Plan2023$131,936not reported in the loaded dataset
Long Iron Services LLCHeniff Companies 401(K) Retirement Savings Plan2023$104,284not reported in the loaded dataset
Knauf Insulation, Inc.Knauf Insulation Retirement Plan2023$71,270$0
Charles L. Crane Agency CompanyCharles L. Crane Agency Company 401(K) Plan2023$64,435not reported in the loaded dataset
Knowles CorporationKnowles Corporation 401(K) Plan2023$60,000not reported in the loaded dataset
Ali Group North America CorporationAli Group Retirement Plan2023$56,250not reported in the loaded dataset
Sentinel Technologies, Inc.Sentinel Technologies Retirement Plan And Trust2023$53,267not reported in the loaded dataset
Roehl Transport, Inc.Roehl Transport, Inc. 401(K) Profit Sharing Plan2023$50,000not reported in the loaded dataset
Ruan Transport CorporationRuan Employees' 401(K) Savings Plan2023$49,742not reported in the loaded dataset
Greatamerica Financial Services CorporationGreatamerica Financial Services Corporation 401(K) Profit Sharing Plan2023$47,500not reported in the loaded dataset
Atlas World Group, Inc.Atlas World Group, Inc. Retirement Plan2023$42,000not reported in the loaded dataset
Covenant House, Inc.Defined Benefit Pension Plan Of Covenant House, Inc.2023$37,500not reported in the loaded dataset
Roxul Usa Inc.Roxul Usa Retirement And Savings Plan2023$30,000not reported in the loaded dataset
Fast Pace Medical Clinical, PllcFast Pace Medical Clinic, Pllc 401(K) Plan2023$25,000not reported in the loaded dataset
Schurz Communications, Inc.Schurz Communications, Inc. 401(K) Plan2023$24,000not reported in the loaded dataset
American Arbitration Association, Inc.The American Arbitration Association, Inc. Employee Savings And Retirement Plan2023$21,888not reported in the loaded dataset
International Code CouncilIcc Employees 401(K) Profit Sharing Plan2023$20,000not reported in the loaded dataset
Headco Industries, Inc.Headco Industries, Inc. Profit Sharing And 401(K) Plan2023$12,500not reported in the loaded dataset
Knauf Insulation, Inc.Knauf 401(K) Plan For Union Employees2023$7,047not reported in the loaded dataset

Related Form 5500 pages