Capfinancial Partner

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

7,136

Total plan assets

$368.4M

Filings (rows)

Direct comp

$106K

Indirect comp

$7K

Showing only "CAPFINANCIAL PARTNER"

View all 17 variants aggregated →

CAPFINANCIAL PARTNERS2,687 CAPFINANCIAL PARTNERS DBA CAPTR439 CAPFINANCIAL PARTNERS L33 CAPFINANCIAL PARTNERS LL32 CAPFINANCIAL PARTNERS DBA14 CAPFINANCIAL PARTNERS DBA CAP6 CAPFINANCIAL PARTNERS LLCS6

SERVICES PROVIDED

Advisor / Consultant4

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
William Grant & Sons Inc. William Grant & Sons, Inc. Savings and Investment Plan · all filings	EDISON, NJ	Other service providers	318	$99.5M	$0	$7K
Morse Operations Inc. Morse Operations, Inc. 401(k) Retirement Savings Plan · all filings	DELRAY BEACH, FL	Advisor / Consultant	2,883	$98.5M	$24K	$0
Morse Operations Inc. Morse Operations, Inc. 401(k) Retirement Savings Plan · all filings	DELRAY BEACH, FL	Advisor / Consultant	2,093	$82.8M	$23K	$0
Morse Operations Inc. Morse Operations, Inc. 401(k) Retirement Savings Plan · all filings	DELRAY BEACH, FL	Advisor / Consultant	1,742	$62.1M	$30K	$0
Yeshiva University High Schools Yeshiva University High Schools Retirement Income Plan · all filings	NEW YORK, NY	Advisor / Consultant	100	$25.6M	$28K	$0