· 2022–2024 · DOL EFAST2
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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
1
Active participants
132
Total plan assets
$58.1M
Filings (rows)
1
Direct comp
$6K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
ASIA SOCIETY
ASIA SOCIETY 403(B) DC PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
132
$58.1M
$6K
CAPFINANIAL PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search
