Captrust Investment Advisors — 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 Investment Advisors is reported as a service provider on 27 loaded Form 5500 filing(s) across 27 plan sponsor(s) and 27 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,776,015 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,776,015
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,776,015
- Filings
- 27
- Plan sponsors
- 27
- Plans
- 27
- 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 |
|---|---|---|---|
| Serra Automotive, Inc. | MI | 1 | $243,493 |
| The Niello Company | CA | 1 | $136,570 |
| General Rv Centers, Inc. | MI | 1 | $112,351 |
| John A. Biewer Company, Inc. | MI | 1 | $109,619 |
| Berger Chevrolet, Inc. | MI | 1 | $103,875 |
| Security State Bank & Trust | TX | 1 | $90,589 |
| Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating | MI | 1 | $81,329 |
| Betten Chevrolet-Cadillac Inc. | MI | 1 | $71,018 |
| St. Louis Auto Dealers Association | MO | 1 | $66,255 |
| Zehnder'S Of Frankenmuth, Inc. | MI | 1 | $65,856 |
State footprint
Plans reporting Captrust Investment Advisors are sponsored in MI (18), TX (2), CA (2), MO (1), PA (1), UT (1), FL (1), KY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Serra Automotive, Inc. | Serra Automotive 401(K) Plan & Trust | 2023 | $243,493 | not reported in the loaded dataset |
| The Niello Company | The Niello Company 401(K) Plan & Trust | 2023 | $136,570 | not reported in the loaded dataset |
| General Rv Centers, Inc. | General Rv 401(K) Plan & Trust | 2023 | $112,351 | not reported in the loaded dataset |
| John A. Biewer Company, Inc. | John A. Biewer Company, Inc. 401(K) Plan & Trust | 2023 | $109,619 | not reported in the loaded dataset |
| Berger Chevrolet, Inc. | Berger Chevrolet, Inc. 401(K) Plan & Trust | 2023 | $103,875 | not reported in the loaded dataset |
| Security State Bank & Trust | Security State Bank & Trust 401(K) & Profit Sharing Plan | 2023 | $90,589 | not reported in the loaded dataset |
| Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating | Mts Seating 401(K) Plan & Trust | 2023 | $81,329 | not reported in the loaded dataset |
| Betten Chevrolet-Cadillac Inc. | Betten Baker Auto Family 401(K) Retirement Plan | 2023 | $71,018 | not reported in the loaded dataset |
| St. Louis Auto Dealers Association | St. Louis Auto Dealers Association - Machinists District No. 9 401(K) Plan | 2023 | $66,255 | not reported in the loaded dataset |
| Zehnder'S Of Frankenmuth, Inc. | Zehnder'S Of Frankenmuth, Inc. 401(K) & Profit Sharing Plan & Trust | 2023 | $65,856 | not reported in the loaded dataset |
| Kiekert Usa, Inc. | Kiekert Usa, Inc. 401(K) Plan | 2023 | $60,696 | not reported in the loaded dataset |
| Intermountain Wood Products, Inc. | Intermountain Wood Products, Inc. 401(K) And Profit Sharing Plan | 2023 | $59,744 | not reported in the loaded dataset |
| Hank Graff Chevrolet, Inc. | Hank Graff Chevrolet 401(K) Plan & Trust | 2023 | $54,048 | not reported in the loaded dataset |
| Crown Motors Ltd. | Crown Motors, Ltd. 401(K) Plan | 2023 | $52,314 | not reported in the loaded dataset |
| J. Reckner Associates, Inc. | The J. Reckner Associates, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $51,927 | not reported in the loaded dataset |
| Rtdcorp Inc. | Richard Tool & Die Corporation 401(K) Plan | 2023 | $51,783 | not reported in the loaded dataset |
| Towne Mortgage Company Dba Americu Mortgage, Towne Mortgage Company | Towne Mortgage Company 401(K) Profit Sharing Plan | 2023 | $49,639 | not reported in the loaded dataset |
| Szott M-59 Chrysler-Jeep, Inc. | Szott Automotive 401(K) Plan & Trust | 2023 | $38,710 | not reported in the loaded dataset |
| Liberty Chevrolet, Inc. | Feldman Automotive 401(K) Plan & Trust | 2023 | $38,445 | not reported in the loaded dataset |
| Authentix, Inc. | Authentix, Inc. 401(K) Plan | 2023 | $37,237 | not reported in the loaded dataset |
| Denso Air Systems Michigan, Inc. | Denso Air Systems Michigan Inc. Retirement Plan | 2023 | $34,809 | not reported in the loaded dataset |
| Toyota Of Santa Maria | Toyota & Honda Of Santa Maria 401(K) Plan & Trust | 2023 | $33,897 | not reported in the loaded dataset |
| Panel Processing, Inc. | Panel Processing, Inc. 401(K) Plan | 2023 | $32,571 | not reported in the loaded dataset |
| Milosch'S Palace Chrysler Jeep Dodge, Inc. | Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust | 2023 | $29,133 | not reported in the loaded dataset |
| Moriah Incorporated Dba Eisenhower Center | Eisenhower Center 401(K) Plan & Trust | 2023 | $26,250 | not reported in the loaded dataset |
| Mm Js Auto Holdings, LLC | Mm Js Auto Holdings, LLC 401(K) Plan | 2023 | $26,132 | not reported in the loaded dataset |
| Detroit Employment Solutions Corporation | Detroit Employment Solutions Corporation 401(K) Plan | 2023 | $17,725 | not reported in the loaded dataset |
Related Form 5500 pages
- Serra Automotive 401(K) Plan & Trust (plan 001)
- Serra Automotive, Inc. — all reported plans
- The Niello Company 401(K) Plan & Trust (plan 003)
- The Niello Company — all reported plans
- General Rv 401(K) Plan & Trust (plan 002)
- General Rv Centers, Inc. — all reported plans
- John A. Biewer Company, Inc. 401(K) Plan & Trust (plan 001)
- John A. Biewer Company, Inc. — all reported plans
- Berger Chevrolet, Inc. 401(K) Plan & Trust (plan 001)
- Berger Chevrolet, Inc. — all reported plans
- Security State Bank & Trust 401(K) & Profit Sharing Plan (plan 002)
- Security State Bank & Trust — all reported plans
- Mts Seating 401(K) Plan & Trust (plan 001)
- Michigan Tube Swagers & Fabricators Inc. Dba Mts Seating — all reported plans
- Betten Baker Auto Family 401(K) Retirement Plan (plan 001)
- Betten Chevrolet-Cadillac Inc. — all reported plans
- St. Louis Auto Dealers Association - Machinists District No. 9 401(K) Plan (plan 002)
- St. Louis Auto Dealers Association — all reported plans
- Zehnder'S Of Frankenmuth, Inc. 401(K) & Profit Sharing Plan & Trust (plan 002)
- Zehnder'S Of Frankenmuth, Inc. — all reported plans
- Kiekert Usa, Inc. 401(K) Plan (plan 001)
- Kiekert Usa, Inc. — all reported plans
- Intermountain Wood Products, Inc. 401(K) And Profit Sharing Plan (plan 002)
- Intermountain Wood Products, Inc. — all reported plans
- Hank Graff Chevrolet 401(K) Plan & Trust (plan 001)
- Hank Graff Chevrolet, Inc. — all reported plans
- Crown Motors, Ltd. 401(K) Plan (plan 001)
- Crown Motors Ltd. — all reported plans
- The J. Reckner Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- J. Reckner Associates, Inc. — all reported plans
- Richard Tool & Die Corporation 401(K) Plan (plan 001)
- Rtdcorp Inc. — all reported plans
- Towne Mortgage Company 401(K) Profit Sharing Plan (plan 001)
- Towne Mortgage Company Dba Americu Mortgage, Towne Mortgage Company — all reported plans
- Szott Automotive 401(K) Plan & Trust (plan 001)
- Szott M-59 Chrysler-Jeep, Inc. — all reported plans
- Feldman Automotive 401(K) Plan & Trust (plan 001)
- Liberty Chevrolet, Inc. — all reported plans
- Authentix, Inc. 401(K) Plan (plan 001)
- Authentix, Inc. — all reported plans
- Denso Air Systems Michigan Inc. Retirement Plan (plan 001)
- Denso Air Systems Michigan, Inc. — all reported plans
- Toyota & Honda Of Santa Maria 401(K) Plan & Trust (plan 001)
- Toyota Of Santa Maria — all reported plans
- Panel Processing, Inc. 401(K) Plan (plan 004)
- Panel Processing, Inc. — all reported plans
- Milosch'S Palace Chrysler Jeep Dodge, Inc. 401(K) Plan & Trust (plan 001)
- Milosch'S Palace Chrysler Jeep Dodge, Inc. — all reported plans
- Eisenhower Center 401(K) Plan & Trust (plan 001)
- Moriah Incorporated Dba Eisenhower Center — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources