ASSUREDPARTNERS CAPITAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
31
Active participants
26,855
Total plan assets
$506.1M
Filings (rows)
31
Direct comp
$574K
Indirect comp
$24K
Aggregating 2 name variants under "ASSUREDPARTNERS CAPITAL"
SERVICES PROVIDED
Advisor / Consultant21
Other7
Broker3
Top plans served
All 31 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,192 | $44.6M | $41K |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC ASSUREDPARTNERS PEP | TAMPA, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,761 | $35.3M | $61K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,806 | $33.6M | $12K |
| OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 190 | $31.9M | $60K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | BURLINGAME, CA | Other NONE | 5,694 | $31.8M | $11K |
| CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS | SACRAMENTO, CA | Other NONE | 5,809 | $30.8M | $10K |
| OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH, WI | Advisor / Consultant INVESTMENT ADVISOR | 194 | $28.5M | $48K |
| ASSUREDPARTNERS INVESTMENT ADVISORS, LLC ASSUREDPARTNERS PEP | TAMPA, FL | Other PLAN SPONSORS | 923 | $25.6M | $21K |
| PRESBYTERIAN SCHOOL PRESBYTERIAN SCHOOL 403(B) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 167 | $22.3M | $16K |
| CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY, MO | Other OTHER | 476 | $21.4M | $5K |
| ALIMAK GROUP USA INC. ALIMAK GROUP USA, INC. 401(K) PROFIT SHARING PLAN | WEBSTER, TX | Advisor / Consultant INVESTMENT ADVISOR | 133 | $20.5M | $7K |
| NEW TECH ENGINEERING LP NEW TECH ENGINEERING LP 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 393 | $20.0M | $24K |
| HAMILL MANUFACTURING COMPANY HAMILL MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | TRAFFORD, PA | Advisor / Consultant ADVISOR | 110 | $19.2M | $25K |
| CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY, MO | Other OTHER | 439 | $19.1M | $5K |
| HAMILL MANUFACTURING COMPANY HAMILL MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | TRAFFORD, PA | Advisor / Consultant ADVISOR | 101 | $16.5M | $10K |
| SODREL TRUCK LINES, INC. SODREL TRUCK LINES, INC. 401(K) PROFIT SHARING PLAN | JEFFERSONVILLE, IN | Advisor / Consultant INVESTMENT ADVISOR | 500 | $16.5M | $8K |
| MCGEE COMPANY MCGEE COMPANY 401(K) PROFIT SHARING PLAN | DENVER, CO | Advisor / Consultant INVESTMENT ADVISOR | 129 | $16.2M | $14K |
| CLAY INGELS CO., LLC CLAY INGELS CO., LLC RETIREMENT SAVINGS PLAN | LEXINGTON, KY | Other SERVICE PROVIDER | 296 | $14.4M | $0 |
| CORPORATE CARE CENTRAL PAYROLL SERVICES, LLC CORPORATE CARE 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 224 | $8.9M | $7K |
| FAMILYLINKS INC. FAMILYLINKS, INC. 403(B) PLAN | PITTSBURGH, PA | Advisor / Consultant INVESTMENT ADVISOR | 238 | $8.5M | $32K |
| HELION ENERGY, INC. HELION ENERGY RETIREMENT TRUST | EVERETT, WA | Advisor / Consultant INVESTMENT ADVISORY | 310 | $7.9M | $6K |
| BEACON PROPERTY MANAGEMENT,LLC. BEACON RETIREMENT SAVINGS PLAN | LOUISVILLE, KY | Advisor / Consultant ADVISOR | 136 | $6.4M | $0 |
| C. BLACKBURN INC. C. BLACKBURN INC. RETIREMENT PLAN | ELIZAVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 143 | $6.1M | $30K |
| C. BLACKBURN INC. C. BLACKBURN INC. RETIREMENT PLAN | ELIZAVILLE, NY | Advisor / Consultant INVESTMENT ADVISOR | 158 | $5.8M | $24K |
| ABC PEST CONTROL OF HOUSTON, INC. ABC HOME AND COMMERCIAL SERVICES 401(K) PROFIT SHARING PLAN | CYPRESS, TX | Advisor / Consultant INVESTMENT ADVISOR | 196 | $4.9M | $7K |
| MCRAES U.S. MAIL SERVICE, INC. MCRAE'S U.S. MAIL SERVICE, INC. 401(K) PLAN | RICHFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 300 | $4.2M | $18K |
| MCRAES U.S. MAIL SERVICE, INC. MCRAE'S U.S. MAIL SERVICE, INC. 401(K) PLAN | RICHFIELD, WI | Advisor / Consultant INVESTMENT ADVISOR | 273 | $3.4M | $14K |
| W&L MAIL SERVICE, INC. W&L MAIL SERVICE, INC. RETIREMENT PLAN | KEYSVILLE, VA | Advisor / Consultant INVESTMENT ADVISOR | 83 | $1.9M | $12K |
| MCCLAIN FOREST PRODUCTS LLC MCCLAIN FOREST PRODUCTS HEALTH PLAN | WEST PLAINS, MO | Broker BROKER | 117 | — | $15K |
| MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. MIDDLE GEORGIA COMMUNITY ACTION AGENCY, INC. EMPLOYEE BENEFIT PLAN | WARNER ROBINS, GA | Broker BROKER FEES | 212 | — | $11K |
| MCGILL ASSOCIATES, P.A. MCGILL ASSOCIATES WELFARE BENEFIT PLAN | ASHEVILLE, NC | Broker BROKER COMMISSION | 152 | — | $21K |