Captrust 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, Captrust Financial Partners, LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $612,150 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $612,150
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $612,150
- Filings
- 9
- Plan sponsors
- 8
- Plans
- 9
- 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 |
|---|---|---|---|
| Nova Southeastern University, Inc. | FL | 2 | $136,500 |
| Finastra Usa Corporation | FL | 1 | $133,438 |
| Chanel Inc. | NY | 1 | $104,137 |
| Watg Holdings, Inc. | CA | 1 | $62,500 |
| Carpenter Co. | VA | 1 | $55,425 |
| New Jersey Education Association | NJ | 1 | $49,241 |
| Trustees Of The Ibew Local No. 607 Annuity Fund | NJ | 1 | $43,409 |
| Board Of Trustees For Cement Masons | MI | 1 | $27,500 |
State footprint
Plans reporting Captrust Financial Partners, LLC are sponsored in FL (3), NJ (2), CA (1), MI (1), NY (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Finastra Usa Corporation | Finastra Usa Salary Savings 401(K) Plan | 2023 | $133,438 | not reported in the loaded dataset |
| Chanel Inc. | Chanel, Inc. Pension Plan | 2023 | $104,137 | not reported in the loaded dataset |
| Nova Southeastern University, Inc. | Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan) | 2023 | $96,500 | not reported in the loaded dataset |
| Watg Holdings, Inc. | Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan | 2023 | $62,500 | not reported in the loaded dataset |
| Carpenter Co. | Carpenter Co. Employee Savings & Investment Plan | 2023 | $55,425 | not reported in the loaded dataset |
| New Jersey Education Association | Njea Supplemental Savings Plan | 2023 | $49,241 | not reported in the loaded dataset |
| Trustees Of The Ibew Local No. 607 Annuity Fund | Ibew Local No. 607 Annuity Fund | 2023 | $43,409 | not reported in the loaded dataset |
| Nova Southeastern University, Inc. | Nova Southeastern University 401(K) Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Board Of Trustees For Cement Masons | Cement Masons Pension Fund Of Local No. 165 | 2023 | $27,500 | not reported in the loaded dataset |
Related Form 5500 pages
- Finastra Usa Salary Savings 401(K) Plan (plan 001)
- Finastra Usa Corporation — all reported plans
- Chanel, Inc. Pension Plan (plan 001)
- Chanel Inc. — all reported plans
- Nova Southeastern University 403(B) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan) (plan 001)
- Nova Southeastern University, Inc. — all reported plans
- Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan (plan 001)
- Watg Holdings, Inc. — all reported plans
- Carpenter Co. Employee Savings & Investment Plan (plan 002)
- Carpenter Co. — all reported plans
- Njea Supplemental Savings Plan (plan 002)
- New Jersey Education Association — all reported plans
- Ibew Local No. 607 Annuity Fund (plan 002)
- Trustees Of The Ibew Local No. 607 Annuity Fund — all reported plans
- Nova Southeastern University 401(K) Plan (plan 004)
- Cement Masons Pension Fund Of Local No. 165 (plan 001)
- Board Of Trustees For Cement Masons — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources