CAPITAL FINANCIAL
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
19
Active participants
12,214
Total plan assets
$523.0M
Filings (rows)
19
Direct comp
$562K
Indirect comp
$0
Aggregating 4 name variants under "CAPITAL FINANCIAL"
SERVICES PROVIDED
Other14
Broker4
Advisor / Consultant1
Top plans served
All 19 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GUNSTER, YOAKLEY & STEWART, P.A. GUNSTER RETIREMENT SAVINGS PLAN | WEST PALM BEACH, FL | Advisor / Consultant INVESTMENT ADVISOR | 426 | $179.7M | $24K |
| JOHNSON ELECTRIC NORTH AMERICA HOLDING INC. JOHNSON ELECTRIC 401(K) RETIREMENT SAVINGS PLAN | VANDALIA, OH | Other NONE | 801 | $79.8M | $80K |
| JOHNSON ELECTRIC NORTH AMERICA HOLDING INC. JOHNSON ELECTRIC 401(K) RETIREMENT SAVINGS PLAN | VANDALIA, OH | Other NONE | 877 | $71.1M | $50K |
| JOHNSON ELECTRIC NORTH AMERICA HOLDING INC. JOHNSON ELECTRIC 401(K) RETIREMENT SAVINGS PLAN | VANDALIA, OH | Other NONE | 781 | $61.8M | $67K |
| UES, INC. UES, INC. 401(K) PLAN | DAYTON, OH | Other | 283 | $42.0M | $32K |
| PORTFOLIO SERVICES LIMITED, INC. PORTFOLIO 401(K) PLAN | LAKE FOREST, CA | Broker BROKER | 372 | $22.7M | $31K |
| PORTFOLIO SERVICES LIMITED, INC. PORTFOLIO 401(K) PLAN | LAKE FOREST, CA | Broker BROKER | 397 | $18.4M | $32K |
| BURR & FORMAN LLP BURR & FORMAN LLP CASH BALANCE PLAN | BIRMINGHAM, AL | Other NONE | 154 | $16.2M | $16K |
| BURR & FORMAN LLP BURR & FORMAN LLP CASH BALANCE PLAN | BIRMINGHAM, AL | Other NONE | 159 | $13.2M | $40K |
| BURR & FORMAN LLP BURR & FORMAN LLP CASH BALANCE PLAN | BIRMINGHAM, AL | Other NONE | 157 | $9.1M | $24K |
| JANITRONICS, INC. JANITRONICS THE MAIDS 401(K) PLAN | ALBANY, NY | Other SERVICE PROVIDER | 892 | $6.4M | $11K |
| VIGILANT GROUP BENEFITS TRUST VIGILANT GROUP BENEFITS TRUST PLAN | MUKILTEO, WA | Other NONE | 2,456 | $1.3M | $8K |
| ARIZONA TECHNOLOGY COUNCIL BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Broker INSURANCE BROKER | 1,033 | $393K | $30K |
| ARIZONA TECHONOLOGY COUNCIL EMPLOYEE BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Other NONE | 904 | $326K | $28K |
| ARIZONA TECHONOLOGY COUNCIL EMPLOYEE BENEFIT TRUST ARIZONA TECHNOLOGY COUNCIL EMPLOYEE BENEFIT TRUST | MUKILTEO, WA | Other NONE | 776 | $245K | $26K |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other NONE | 547 | $98K | $10K |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Broker INSURANCE BROKER | 497 | $83K | $9K |
| VIGILANT CONSTRUCTION TRUST OF ARIZONA VIGILANT CONSTRUCTION TRUST OF ARIZONA PLAN | MUKILTEO, WA | Other NONE | 479 | $67K | $10K |
| CHRISTIAN CARE MANAGEMENT, INC. CHRISTIAN CARE MANAGEMENT, INC. WELFARE BENEFIT PLAN | PHOENIX, AZ | Other NONE | 223 | — | $34K |