CAPE INVESTMENT ADVISORY
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
16
Active participants
1,443,534
Total plan assets
$3.3B
Filings (rows)
16
Direct comp
$665K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant10
Other6
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 621,703 | $1.8B | $290K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 503,539 | $1.1B | $160K |
| PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant INVESTMENT ADVISORY (PART | 316,905 | $433.9M | $63K |
| T5 DATA CENTERS LLC T5 DATA CENTERS LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Advisor / Consultant ADVISOR | 205 | $13.3M | $7K |
| T5 DATA CENTERS LLC T5 DATA CENTERS LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA, GA | Advisor / Consultant ADVISOR | 170 | $11.1M | $12K |
| PHASE3 MEDIA, LLC PHASE3 MEDIA, LLC 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 175 | $8.1M | $30K |
| PHASE3 MEDIA, LLC PHASE3 MEDIA, LLC 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 187 | $7.7M | $25K |
| 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Other INVESTMENT/FINANCIAL ADVI | 85 | $5.8M | $13K |
| PHASE3 MEDIA, LLC PHASE3 MEDIA, LLC 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 170 | $5.3M | $22K |
| 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Other INVESTMENT/FINANCIAL ADVI | 85 | $5.0M | $12K |
| 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA, FL | Other INVESTMENT/FINANCIAL ADVI | 85 | $4.4M | $11K |
| INTEX DIY INC INTEX DIY INC 401(K) PROFIT SHARING PLAN & TRUST | VILLA RICA, GA | Advisor / Consultant ADVISOR | 96 | $1.1M | $5K |
| INTEX DIY INC INTEX DIY INC 401(K) PROFIT SHARING PLAN & TRUST | VILLA RICA, GA | Advisor / Consultant ADVISOR | 106 | $915K | $7K |
| INTEX DIY INC INTEX DIY INC 401(K) PROFIT SHARING PLAN & TRUST | VILLA RICA, GA | Advisor / Consultant ADVISOR | 0 | $979 | $6K |
| UPLAND COMMUNITY HOUSING INC PAYCHEX POOLED EMPLOYER 401(K) PLAN - 529765 | UPLAND, CA | Advisor / Consultant INVEMSTMENT ADVISORY (PAR | 0 | $0 | $24 |
| TRIAD COMPONENTS GROUP, INC. TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | EL CAJON, CA | Advisor / Consultant INVESTMENT ADVISOR | 23 | — | $2K |