Form 5500 Search

CAP PARTNERS

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
9
Active participants
88,186
Total plan assets
$61.0B
Filings (rows)
9
Direct comp
$557K
Indirect comp
$0
Aggregating 2 name variants under "CAP PARTNERS"

SERVICES PROVIDED

Other8
Advisor / Consultant1

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$246K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$210K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
IRVING, TX
Other
NONE
11,679$11.6B$23K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
11,221$9.1B$18K
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
DALLAS, TX
Other
NONE
9,692$7.6B$17K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,160$627.6M$10K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,089$556.9M$9K
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
MEMPHIS, TN
Other
SELF-DIRECTED INV. ADVIS
1,031$501.3M$10K
VESTAL MANUFACTURING ENTERPRISES, INC.
VESTAL MANUFACTURING ENTERPRISES, INC. 401(K) PLAN
SWEETWATER, TN
Advisor / Consultant
ADVISOR
102$3.6M$14K
CAP PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search