CAPITAL ANALYSTS
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
16
Active participants
74,322
Total plan assets
$14.0B
Filings (rows)
16
Direct comp
$474K
Indirect comp
$61
SERVICES PROVIDED
Advisor / Consultant11
Other5
Top plans served
All 16 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLEVELAND CLINIC FOUNDATION CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | 68,206 | $9.2B | $14K |
| THE CLEVELAND CLINIC FOUNDATION THE CLEVELAND CLINIC FOUNDATION DC PLANS MASTER TRUST | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISOR | — | $4.3B | $10K |
| AUSTIN POWDER COMPANY AUSTIN POWDER 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 1,237 | $132.2M | $61K |
| AUSTIN POWDER COMPANY AUSTIN POWDER 401(K) PROFIT SHARING PLAN | CLEVELAND, OH | Advisor / Consultant INVESTMENT ADVISORY | 1,215 | $121.3M | $101K |
| CHILD DEVELOPMENT ASSOCIATES, INC. CHILD DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | BONITA, CA | Advisor / Consultant INVESTMENT ADVISOR | 260 | $40.8M | $23K |
| CHILD DEVELOPMENT ASSOCIATES, INC. CHILD DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | BONITA, CA | Advisor / Consultant INVESTMENT ADVISOR | 239 | $31.8M | $40K |
| AXPM DENTAL MANAGEMENT, LLC AXPM DENTAL MANAGEMENT, LLC 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 854 | $23.6M | $22K |
| HAROLD BROTHERS MECHANICAL CONTRACTORS, INC. HAROLD BROTHERS MECHANICAL 401(K) PLAN | WEYMOUTH, MA | Other REGISTERED INVESTMENT AD | 283 | $22.7M | $47K |
| HAROLD BROTHERS MECHANICAL CONTRACTORS, INC. HAROLD BROTHERS MECHANICAL 401(K) PLAN | WEYMOUTH, MA | Other REGISTERED INVESTMENT AD | 284 | $18.0M | $38K |
| HAROLD BROTHERS MECHANICAL CONTRACTORS, INC. HAROLD BROTHERS MECHANICAL 401(K) PLAN | WEYMOUTH, MA | Other REGISTERED INVESTMENT AD | 295 | $14.8M | $37K |
| AXPM DENTAL MANAGEMENT, LLC AXPM DENTAL MANAGEMENT, LLC 401(K) PLAN | LITTLE ROCK, AR | Other NONE | 708 | $12.8M | $25K |
| TAMR, INC. TAMR, INC. 401(K) PLAN | CAMBRIDGE, MA | Advisor / Consultant INVESTMENT ADVISORY | 55 | $7.9M | $9K |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | Advisor / Consultant INVESTMENT ADVISOR | 88 | $3.1M | $11K |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | Advisor / Consultant INVESTMENT ADVISOR | 90 | $3.0M | $14K |
| PLIMOTH PATUXET MUSEUMS, INC. PLIMOTH PATUXET MUSEUMS, INC. TAX SHELTERED ANNUITY PLAN | PLYMOUTH, MA | Advisor / Consultant INVESTMENT ADVISOR | 101 | $2.7M | $13K |
| ABEL, BISHOP & CLARKE REALTY CO. ABEL, BISHOP & CLARKE REALTY CO. 401(K) PROFIT SHARING PLAN AND TRUST | BEACHWOOD, OH | Advisor / Consultant INVESTMENT ADVISOR | 407 | $2.7M | $8K |