Capfinancial Partners Captrust

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

2,090

Total plan assets

$48.6M

Filings (rows)

Direct comp

$198K

Indirect comp

Showing only "CAPFINANCIAL PARTNERS CAPTRUST"

View all 15 variants aggregated →

CAPFINANCIAL PARTNERS2,763 CAPFINANCIAL PARTNERS DBA CAPTR448 CAPFINANCIAL PARTNERS L35 CAPFINANCIAL PARTNERS LL34 CAPFINANCIAL PARTNERS DBA14 CAPFINANCIAL PARTNERS LLCS6 CAPFINANCIAL PARTNERS DBA CAP6

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Western Electrical Contractors Association, Inc. WECA ATC Retirement Plan and Trust · all filings	MATHER, CA	Advisor / Consultant	754	$19.5M	$76K	$0
Western Electrical Contractors Association, Inc. WECA ATC Retirement Plan and Trust · all filings	MATHER, CA	Advisor / Consultant	675	$16.3M	$67K	$0
Western Electrical Contractors Association, Inc. WECA ATC Retirement Plan and Trust · all filings	MATHER, CA	Advisor / Consultant	661	$12.9M	$55K	$0