CAPFINANCIAL PARTERS
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
3
Active participants
30,669
Total plan assets
$2.4B
Filings (rows)
3
Direct comp
$150K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Other1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GEISINGER SYSTEM SERVICES GEISINGER SYSTEM SERVICES TAX SHELTERED ANNUITY PROGRAM | DANVILLE, PA | Other NONE | 24,771 | $936.6M | $33K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL INSURANCE COMPANY 401(K) PLAN | OWATONNA, MN | Advisor / Consultant INVESTMENT ADVISOR | 2,978 | $755.3M | $88K |
| FEDERATED MUTUAL INSURANCE COMPANY FEDERATED MUTUAL INSURANCE COMPANY 401(K) PLAN | OWATONNA, MN | Advisor / Consultant INVESTMENT ADVISOR | 2,920 | $671.4M | $29K |