Capfinanial 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

132

Total plan assets

$58.1M

Filings (rows)

Direct comp

$6K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ASIA Society ASIA Society 403(b) DC Plan · all filings	NEW YORK, NY	Advisor / Consultant	132	$58.1M	$6K	$0