CAPITAL MANAGEMENT
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
38
Active participants
20,502
Total plan assets
$2.4B
Filings (rows)
38
Direct comp
$1.1M
Indirect comp
$155K
Aggregating 6 name variants under "CAPITAL MANAGEMENT"
SERVICES PROVIDED
Advisor / Consultant23
Other13
Broker2
Top plans served
All 38 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 465 | $309.3M | $9K |
| VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL, NJ | Advisor / Consultant CONSULTANT/INVESTMENT ADV | 1,218 | $289.3M | $81K |
| VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL, NJ | Advisor / Consultant INVESTMENT ADVISOR | 1,093 | $241.1M | $56K |
| MISTRAS GROUP, INC. MISTRAS GROUP, INC. SALARY SAVINGS PLAN | PRINCETON JUNCTION, NJ | Other NONE | 3,067 | $201.4M | $54K |
| MISTRAS GROUP, INC. MISTRAS GROUP, INC. SALARY SAVINGS PLAN | PRINCETON JUNCTION, NJ | Other NONE | 3,090 | $191.3M | $50K |
| VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL, NJ | Advisor / Consultant INVESTMENT ADVISOR | 1,130 | $186.3M | $75K |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY, MO | Other NONE | 193 | $104.6M | $11K |
| TOLEDO BLADE COMPANY BLADE PENSION TRUST THE TOLEDO NEWSPAPER UNIONS BLADE PENSION PLAN | HOLLAND, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 28 | $98.2M | $53K |
| TOLEDO BLADE COMPANY BLADE PENSION TRUST THE TOLEDO NEWSPAPER UNIONS BLADE PENSION PLAN | HOLLAND, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 46 | $96.6M | $50K |
| TOLEDO BLADE COMPANY BLADE PENSION TRUST THE TOLEDO NEWSPAPER UNIONS BLADE PENSION PLAN | HOLLAND, OH | Advisor / Consultant INVESTMENT MANAGEMENT | 55 | $96.5M | $56K |
| LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN | KANSAS CITY, MO | Other NONE | 176 | $92.7M | $10K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Broker BROKERAGE SERVICES | 596 | $57.7M | $8K |
| TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. 401(K) PLAN | HENRICO, VA | Advisor / Consultant ADVISOR | 26 | $39.4M | $4K |
| DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD, KS | Broker BROKERAGE SERVICES | 511 | $35.8M | $8K |
| ASSOCIATED SKIN CARE SPECIALISTS, P.A. ASSOCIATED SKIN CARE SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON, MN | Other SERVICE PROVIDER | 78 | $35.4M | $52K |
| TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. TUCKAHOE ORTHOPAEDIC ASSOCIATES, LTD. 401(K) PLAN | RICHMOND, VA | Advisor / Consultant ADVISOR | 25 | $31.6M | $14K |
| ASSOCIATED SKIN CARE SPECIALISTS, P.A. ASSOCIATED SKIN CARE SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON, MN | Other SERVICE PROVIDER | 83 | $30.6M | $32K |
| NATIONAL CHECKING COMPANY THE NATIONAL CHECKING COMPANY EMPLOYEE RETIREMENT PLAN | ST. PAUL, MN | Advisor / Consultant REGISTERED INVST ADVISOR | 170 | $28.6M | $59K |
| FOSS NORTH AMERICA, INC. FOSS NORTH AMERICA, INC. 401(K) SAVINGS PLAN | EDEN PRAIRIE, MN | Advisor / Consultant INVESTMENT ADVISOR | 95 | $27.9M | $52K |
| ASSOCIATED SKIN CARE SPECIALISTS, P.A. ASSOCIATED SKIN CARE SPECIALISTS, P.A. 401(K) PROFIT SHARING PLAN | NEW BRIGHTON, MN | Other SERVICE PROVIDER | 66 | $26.1M | $46K |
| NATIONAL CHECKING COMPANY THE NATIONAL CHECKING COMPANY EMPLOYEE RETIREMENT PLAN | ST. PAUL, MN | Advisor / Consultant REGISTERED INVST ADVISOR | 183 | $24.8M | $52K |
| NATIONAL CHECKING COMPANY THE NATIONAL CHECKING COMPANY EMPLOYEE RETIREMENT PLAN | ST. PAUL, MN | Other REGISTERED INVESTMENT AD | 156 | $23.8M | $61K |
| ENGLERT, INC. ENGLERT, INC. PROFIT SHARING PLAN & TRUST | PERTH AMBOY, NJ | Advisor / Consultant ADVISOR | 1,749 | $23.7M | $20K |
| MET-CON COMPANIES, INC. MET-CON COMPANIES 401(K) PLAN | FARIBAULT, MN | Advisor / Consultant ADVISOR | 199 | $21.8M | $43K |
| MET-CON COMPANIES, INC. MET-CON COMPANIES 401(K) PLAN | FARIBAULT, MN | Advisor / Consultant ADVISOR | 189 | $18.9M | $36K |
| MANKATO REHABILITATION CENTER, INC. MRCI 403(B) PLAN | MANKATO, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,341 | $12.5M | $28K |
| COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 225 | $11.8M | $0 |
| MANKATO REHABILITATION CENTER, INC. MRCI 403(B) PLAN | MANKATO, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,291 | $11.2M | $24K |
| SERVICE ENERGY, LLC SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN | CHESWOLD, DE | Advisor / Consultant INVESTMENT ADVISORY | 267 | $10.5M | $0 |
| COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 146 | $9.9M | $0 |
| MANKATO REHABILITATION CENTER, INC. MRCI 403(B) PLAN | MANKATO, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,290 | $9.8M | $26K |
| SERVICE ENERGY, LLC SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN | CHESWOLD, DE | Advisor / Consultant INVESTMENT ADVISORY | 256 | $8.9M | $0 |
| GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI, NY | Other NONE | 162 | $8.8M | $19K |
| COTTONWOOD CAPITAL MANAGEMENT, INC. COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISORY | 159 | $8.1M | $0 |
| SERVICE ENERGY, LLC SERVICE ENERGY, LLC COMBINED PROFIT SHARING PLAN | CHESWOLD, DE | Advisor / Consultant INVESTMENT ADVISORY | 260 | $7.4M | $0 |
| GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI, NY | Other NONE | 180 | $6.6M | $13K |
| GREENSLATE LLC GREENSLATE LLC 401(K) PLAN | DELHI, NY | Other NONE | 149 | $4.6M | $11K |
| SWARTZ CAMPBELL, LLC SWARTZ CAMPBELL, LLC COMPREHENSIVE WELFARE BENEFITS PLAN | PHILADELPHIA, PA | Other NONE | 89 | — | $3K |