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

Active participants

8,199

Total plan assets

$360.1M

Filings (rows)

Direct comp

$74K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tallahassee Memorial Healthcare Inc. Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan · all filings	TALLAHASSEE, FL	Advisor / Consultant	5,035	$180.7M	$35K	$0
Tallahassee Memorial Healthcare Inc. Tallahassee Memorial Healthcare 401(a) Retirement Savings Plan · all filings	TALLAHASSEE, FL	Advisor / Consultant	3,066	$154.6M	$36K	$0
Ethel Walker School Ethel Walker School Retirement Plan · all filings	SIMSBURY, CT	Advisor / Consultant	98	$24.9M	$3K	$0