Cap Trust Financial Advisor

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

Active participants

1,146

Total plan assets

$82.7M

Filings (rows)

Direct comp

$123K

Indirect comp

Showing only "CAP TRUST FINANCIAL ADVISOR"

View all 6 variants aggregated →

CAP TRUST10 CAP TRUST ADVISORS6 CAP TRUST FINANCIAL ADVISORS5 CAP TRUST FINANCIAL ADVISOR3 CAP TRUST CAPFINANCIAL PARTNERS L2 CAP TRUST FINANCIALS1

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Adkev, Inc. Adkev/Regal 401(k) Plan · all filings	GOODLAND, IN	Advisor / Consultant	430	$33.5M	$43K	$0
Adkev, Inc. Adkev/Regal 401(k) Plan · all filings	GOODLAND, IN	Advisor / Consultant	353	$27.5M	$40K	$0
Adkev, Inc. Adkev/Regal 401(k) Plan · all filings	GOODLAND, IN	Advisor / Consultant	363	$21.7M	$40K	$0