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

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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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