CAPFINANCIALPARTNERSLLC

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

3,381

Total plan assets

$657.5M

Filings (rows)

Direct comp

$347K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
O'NEAL STEEL, INC. O'NEAL STEEL 401(K) PLAN	BIRMINGHAM, AL	Advisor / Consultant INVESTMENT ADVISOR	3,140	$426.4M	$275K
SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN	RESTON, VA	Advisor / Consultant INVESTMENT ADVISOR	241	$231.1M	$73K