Capfinancial Partners d/b/a CA

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

22,064

Total plan assets

$125.4M

Filings (rows)

Direct comp

$5K

Indirect comp

Showing only "CAPFINANCIAL PARTNERS D/B/A CA"

View all 15 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Oak View Group, LLC Oak View Group 401(k) Plan · all filings	PHILADELPHIA, PA	Advisor / Consultant	22,064	$125.4M	$5K	$0