Form 5500 Search

CAPITAL ADVISERS

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
2
Active participants
144
Total plan assets
$21.6M
Filings (rows)
2
Direct comp
$65K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant2

Top plans served

All 2 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
J. DAVIS ARCHITECTS, PC
J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
57$11.6M$36K
J. DAVIS ARCHITECTS, PC
J. DAVIS ARCHITECTS, PC 401(K) PROFIT SHARING PLAN
RALEIGH, NC
Advisor / Consultant
INVESTMENT ADVISOR
87$10.0M$29K
CAPITAL ADVISERS — Form 5500 Service Provider Profile | Form 5500 Search