CAPFINANCIALS PARTNERS
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
3
Active participants
8,199
Total plan assets
$360.1M
Filings (rows)
3
Direct comp
$74K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TALLAHASSEE MEMORIAL HEALTHCARE INC TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISOR | 5,035 | $180.7M | $35K |
| TALLAHASSEE MEMORIAL HEALTHCARE INC TALLAHASSEE MEMORIAL HEALTHCARE 401(A) RETIREMENT SAVINGS PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISOR | 3,066 | $154.6M | $36K |
| ETHEL WALKER SCHOOL ETHEL WALKER SCHOOL RETIREMENT PLAN | SIMSBURY, CT | Advisor / Consultant ADVISOR | 98 | $24.9M | $3K |