Form 5500 Search

CAPITAL ASSET

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
64
Active participants
186,971
Total plan assets
$4.2B
Filings (rows)
64
Direct comp
$2.1M
Indirect comp
$186K

SERVICES PROVIDED

Other35
Advisor / Consultant29

Top plans served

All 64 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND
LOCAL 817 IBT PENSION FUND
GREAT NECK, NY
Other
NONE
1,251$752.8M$200K
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
DES MOINES, IA
Advisor / Consultant
INVESTMENT ADVISORY
161,040$650.9M$8K
THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND
LOCAL 817 IBT PENSION FUND
GREAT NECK, NY
Other
NONE
1,079$625.3M$200K
THEATRICAL TEAMSTERS LOCAL 817 PENSION FUND
LOCAL 817 IBT PENSION FUND
GREAT NECK, NY
Other
NONE
1,488$566.3M$175K
TEAMSTERS LOCAL 817 WELFARE FUND
LOCAL 817 IBT WELFARE FUND
GREAT NECK, NY
Other
NONE
539$98.6M$50K
TRUSTEES OF THE LOCAL 734 PENSION FUND
LOCAL 734 PENSION FUND
CHICAGO, IL
Other
NONE
861$98.1M$19K
TEAMSTERS LOCAL 817 WELFARE FUND
LOCAL 817 IBT WELFARE FUND
GREAT NECK, NY
Other
NONE
1,081$97.0M$50K
TRUSTEES OF THE LOCAL 734 PENSION FUND
LOCAL 734 PENSION FUND
CHICAGO, IL
Other
NONE
858$96.1M$25K
TRUSTEES OF THE LOCAL 734 PENSION FUND
LOCAL 734 PENSION FUND
CHICAGO, IL
Other
NONE
945$95.5M$25K
TEAMSTERS LOCAL 817 WELFARE FUND
LOCAL 817 IBT WELFARE FUND
GREAT NECK, NY
Other
NONE
1,174$74.8M$50K
A. RAYMOND CORPORATE NORTH AMERICA
A. RAYMOND CORPORATE NA, INC. 401(K) PLAN
ROCHESTER HILLS, MI
Advisor / Consultant
ADVISORY SERVICES
723$73.6M$0
A. RAYMOND CORPORATE NA, INC.
A. RAYMOND CORPORATE NA, INC. 401(K) PLAN
ROCHESTER HILLS, MI
Advisor / Consultant
ADVISORY SERVICES
701$63.8M$82K
ASPIRE RURAL HEALTH SYSTEM
ASPIRE RURAL HEALTH SYSTEM 401(K) PLAN
CASS CITY, MI
Advisor / Consultant
INVESTMENT ADVISOR
1,153$45.9M$27K
CONVERSE COLLEGE
CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
SPARTANBURG, SC
Advisor / Consultant
ADVISOR
160$45.4M$23K
CONVERSE UNIVERSITY
CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
SPARTANBURG, SC
Advisor / Consultant
ADVISOR
155$43.3M$20K
WARREN WILSON COLLEGE, INC.
WARREN WILSON COLLEGE 403(B) DC PLAN
ASHEVILLE, NC
Other
NONE
198$41.9M$33K
CONVERSE UNIVERSITY
CONVERSE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
SPARTANBURG, SC
Advisor / Consultant
ADVISOR
171$41.3M$19K
WARREN WILSON COLLEGE, INC.
WARREN WILSON COLLEGE 403(B) DC PLAN
ASHEVILLE, NC
Other
NONE
233$41.3M$28K
WARREN WILSON COLLEGE, INC.
WARREN WILSON COLLEGE 403(B) DC PLAN
ASHEVILLE, NC
Other
NONE
222$38.3M$26K
FULTON COUNTY HEALTH CENTER
FULTON COUNTY HEALTH CENTER EMPLOYEES' PENSION PLAN
WAUSEON, OH
Advisor / Consultant
INVESTMENT ADVISOR
538$38.3M$90K
FULTON COUNTY HEALTH CENTER
FULTON COUNTY HEALTH CENTER EMPLOYEES' PENSION PLAN
WAUSEON, OH
Advisor / Consultant
INVESTMENT ADVISOR
514$33.9M$79K
FULTON COUNTY HEALTH CENTER
FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN
WAUSEON, OH
Advisor / Consultant
INVESTMENT ADVISOR
906$33.6M$74K
PFEIFFER UNIVERSITY
PFEIFFER UNIVERSITY RETIREMENT PLAN
MISENHEIMER, NC
Other
NONE
164$32.0M$28K
COMPASS HEALTHCARE PLC
COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUST
EAST LANSING, MI
Advisor / Consultant
ADVISOR
277$30.5M$25K
FULTON COUNTY HEALTH CENTER
FULTON COUNTY HEALTH CENTER EMPLOYEES' PENSION PLAN
WAUSEON, OH
Advisor / Consultant
INVESTMENT ADVISOR
500$30.0M$82K
PFEIFFER UNIVERSITY
PFEIFFER UNIVERSITY RETIREMENT PLAN
MISENHEIMER, NC
Other
NONE
182$29.9M$21K
FULTON COUNTY HEALTH CENTER
FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN
WAUSEON, OH
Advisor / Consultant
INVESTMENT ADVISOR
841$27.1M$60K
COMPASS HEALTHCARE PLC
COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUST
EAST LANSING, MI
Advisor / Consultant
ADVISOR
275$26.7M$25K
BRIGHTON EMPLOYMENT, INC.
BRIGHTON EMPLOYMENT, INC. PROFIT SHARING PLAN & TRUST
BRIGHTON, MI
Advisor / Consultant
ADVISOR
861$26.7M$33K
ROCKY VISTA UNIVERSITY, LLC
ROCKY VISTA UNIVERSITY, LLC 401(K) RETIREMENT PLAN
ENGLEWOOD, CO
Other
NONE
473$26.1M$42K
COMPASS HEALTHCARE PLC
COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUST
EAST LANSING, MI
Advisor / Consultant
ADVISOR
311$23.8M$25K
WILLIAM PEACE UNIVERSITY
WILLIAM PEACE UNIVERSITY RETIREMENT PLAN
RALEIGH, NC
Advisor / Consultant
ADVISOR
136$22.7M$15K
FULTON COUNTY HEALTH CENTER
FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN
WAUSEON, OH
Advisor / Consultant
INVESTMENT ADVISOR
749$22.2M$59K
BRIGHTON EMPLOYMENT, INC.
BRIGHTON EMPLOYMENT, INC. PROFIT SHARING PLAN & TRUST
BRIGHTON, MI
Advisor / Consultant
ADVISOR
760$20.9M$15K
SPARTANBURG METHODIST COLLEGE
SPARTANBURG METHODIST COLLEGE DC PLAN
SPARTANBURG, SC
Other
NONE
162$14.0M$34K
PENTEGRA SERVICES, INC.
SELIGMAN GROUP RETIREMENT PLAN
WHITE PLAINS, NY
Advisor / Consultant
INVESTMENT ADVISOR
121$13.9M$40K
SPARTAN METHODIST COLLEGE
SPARTANBURG METHODIST COLLEGE 403(B) PLAN
SPARTANBURG, SC
Other
N/A
274$13.6M$9K
PENTEGRA SERVICES, INC.
SELIGMAN GROUP RETIREMENT PLAN
WHITE PLAINS, NY
Advisor / Consultant
INVESTMENT ADVISOR
106$13.2M$34K
SPARTANBURG METHODIST COLLEGE
SPARTANBURG METHODIST COLLEGE DC PLAN
SPARTANBURG, SC
Other
NONE
155$12.8M$20K
WIREWAY HUSKY CORPORATION
WIREWAY/HUSKY EMPLOYEES 401(K) PLAN
DENVER, NC
Other
SERVICE PROVIDER
143$9.8M$0
WIREWAY HUSKY CORPORATION
WIREWAY/HUSKY EMPLOYEES 401(K) PLAN
DENVER, NC
Other
SERVICE PROVIDER
165$8.9M$0
WIREWAY HUSKY CORPORATION
WIREWAY/HUSKY EMPLOYEES 401(K) PLAN
DENVER, NC
Other
SERVICE PROVIDER
181$8.5M$0
INTER-TRIBAL COUNCIL OF MICHIGAN, INC.
I.T.C. 401(K) PLAN
SAULT STE. MARIE, MI
Other
NONE
109$7.6M$43K
CAROLINA VILLAGE, INC.
CAROLINA VILLAGE, INC. TAX SHELTERED ANNUITY PLAN
HENDERSONVILLE, NC
Advisor / Consultant
INVESTMENT ADVISORY
349$7.5M$0
INTER-TRIBAL COUNCIL OF MICHIGAN, INC.
I.T.C. 401(K) PLAN
SAULT STE. MARIE, MI
Other
NONE
106$6.0M$43K
CAROLINA VILLAGE, INC.
CAROLINA VILLAGE, INC. TAX SHELTERED ANNUITY PLAN
HENDERSONVILLE, NC
Advisor / Consultant
INVESTMENT ADVISORY
358$5.9M$0
L&D ELECTRIC, INC. D/B/A CONSOLIDATED ELECTRICAL CONTRACTORS, INC.
CONSOLIDATED ELECTRICAL CONTRACTORS, INC. 401(K) PLAN
LANSING, MI
Advisor / Consultant
INVESTMENT ADVISORY
169$5.5M$29K
L&D ELECTRIC, INC. D/B/A
CONSOLIDATED ELECTRICAL CONTRACTORS, INC. 401(K) PLAN
LANSING, MI
Advisor / Consultant
INVESTMENT ADVISOR
148$4.4M$27K
INREACH
INREACH 401(K) PLAN
CHARLOTTE, NC
Other
REGISTERED INVESTMENT ADV
168$3.5M$17K
L&D ELECTRIC, INC.
CONSOLIDATED ELECTRICAL CONTRACTORS, INC. 401(K) PLAN
LANSING, MI
Other
NONE
144$3.4M$25K
GREEN PEAK INDUSTRIES, INC.
INVESTING TOGETHER IN YOUR FUTURE PLAN
OKEMOS, MI
Advisor / Consultant
INVESTMENT ADVISORY
224$3.3M$2K
VERNON J HARRIS EAST END
CAPITAL AREA HEALTH NETWORK 401(K) PROFIT SHARING PLAN AND T
RICHMOND, VA
Other
INVESTMENT/FINANCIAL ADVI
161$2.8M$11K
FIBRIX, LLC
FIBRIX LLC 401(K) PLAN
CONOVER, NC
Other
SERVICE PROVIDER
218$2.8M$0
GCC MSO HOLDINGS, LLC
GCC MSO HOLDINGS, LLC 401(K) PLAN
ROCHESTER HILLS, MI
Other
INVESTMENT MGMT
525$2.5M$16K
GASTON DAY SCHOOL, INC.
GASTON DAY SCHOOL 401(A) DC PLAN
GASTONIA, NC
Advisor / Consultant
INVESTMENT ADVISOR
99$2.3M$7K
FIBRIX, LLC
FIBRIX LLC 401(K) PLAN
CONOVER, NC
Other
SERVICE PROVIDER
181$2.3M$0
GASTON DAY SCHOOL, INC.
GASTON DAY SCHOOL 401(A) DC PLAN
GASTONIA, NC
Other
NONE
100$2.3M$6K
FIBRIX, LLC
FIBRIX LLC 401(K) PLAN
CONOVER, NC
Other
SERVICE PROVIDER
571$1.8M$0
24G, LLC
24G 401(K) PLAN
TROY, MI
Other
SERVICE PROVIDER
129$1.7M$0
QUICK-SAV FOOD STORES, LTD
QUICK-SAV CONSOLIDATED RETIREMENT PLAN
FLINT, MI
Other
SERVICE PROVIDER
127$1.6M$0
PARKS HEATING & COOLING, INC.
PARKS HEATING & COOLING, INC. CAPITAL ACCUMULATION PLAN
INDIAN TRAIL, NC
Advisor / Consultant
INVESTMENT ADVISORY
67$1.4M$0
BRANFORD FILTRATION, LLC
FIBRIX FILTRATION 401K PLAN
CHARLOTTE, NC
Other
SERVICE PROVIDER
128$1.1M$0
M & Z PROPERTIES, INC
M & Z PROPERTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
ST. CLAIR SHORES, MI
Other
SERVICE PROVIDER
64$1.1M$0
SELIGMAN & ASSOCIATES, INC.
SELIGMAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
SOUTHFIELD, MI
Advisor / Consultant
INVESTMENT ADVISOR
0$0$31K