CAPE ANN
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
17
Active participants
238,350
Total plan assets
$36.7B
Filings (rows)
17
Direct comp
$3.1M
Indirect comp
$29K
Aggregating 4 name variants under "CAPE ANN"
SERVICES PROVIDED
Other13
Advisor / Consultant4
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| CAPE ANN GLOBAL DEV MKTS FUND | 3 |
| CAPE ANN GLOBAL DEVELOPING MARKETS | 1 |
Top plans served
All 17 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MAYO CLINIC MAYO PENSION PLAN | ROCHESTER, MN | Other NONE | 74,151 | $11.8B | $849K |
| MAYO CLINIC MAYO PENSION PLAN | ROCHESTER, MN | Other NONE | 71,743 | $11.0B | $331K |
| MAYO CLINIC MAYO PENSION PLAN | ROCHESTER, MN | Other NONE | 69,154 | $10.3B | $708K |
| LEGACY HEALTH LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | PORTLAND, OR | Other NONE | 4,750 | $871.1M | $251K |
| LEGACY HEALTH LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | PORTLAND, OR | Other NONE | 4,249 | $810.3M | $218K |
| LEGACY HEALTH LEGACY HEALTH EMPLOYEES RETIREMENT PLAN | PORTLAND, OR | Other NONE | 5,149 | $769.0M | $255K |
| CONCORD HOSPITAL, INC. RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL | CONCORD, NH | Other NONE | 3,354 | $413.1M | $122K |
| CONCORD HOSPITAL, INC. RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL | CONCORD, NH | Other NONE | 3,416 | $379.8M | $107K |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. PENSION PLAN OF ANNE ARUNDEL MEDICAL CENTER | ANNAPOLIS, MD | Advisor / Consultant ADVISOR | 700 | $116.2M | $24K |
| LUMINIS HEALTH ANNE ARUNDEL MEDICAL CENTER, INC. PENSION PLAN OF ANNE ARUNDEL MEDICAL CENTER | ANNAPOLIS, MD | Advisor / Consultant ADVISOR | 761 | $113.4M | $19K |
| DAY KIMBALL HEALTHCARE DAY KIMBALL HOSPITAL RETIREMENT INCOME PLAN | PUTNAM, CT | Other NONE | 158 | $68.5M | $20K |
| WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER, NH | Other SERVICE PROVIDER | 254 | $18.5M | $6K |
| WOU HOLDINGS, INC. WOU EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | DOVER, NH | Other SERVICE PROVIDER | 254 | $14.9M | $0 |
| WORK OPPORTUNITIES UNLIMITED, INC. WORK OPPORTUNITIES UNLIMITED, INC. 401(K) PLAN | DOVER, NH | Advisor / Consultant INVESTMENT ADVISOR | 257 | $10.8M | $28K |
| DAY KIMBALL HEALTHCARE DAY KIMBALL HOSPITAL RETIREMENT INCOME PLAN | PUTNAM, CT | Other NONE | 0 | $0 | $3K |
| WORK OPPORTUNITIES UNLIMITED, INC. WORK OPPORTUNITIES UNLIMITED, INC. 401(K) PLAN | DOVER, NH | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $7K |
| CAPITAL REGION HEALTH CARE CORPORATION RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL | CONCORD, NH | Other NONE | 0 | $0 | $102K |