Capital Performance Advisor

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

Active participants

333

Total plan assets

$79.5M

Filings (rows)

Direct comp

$151K

Indirect comp

Showing only "CAPITAL PERFORMANCE ADVISOR"

View all 3 variants aggregated →

CAPITAL PERFORMANCE ADVISORS LLP3 CAPITAL PERFORMANCE ADVISORS2 CAPITAL PERFORMANCE ADVISOR1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Golden State Orthopedics & Spine Golden State Orthopedics & Spine Profit Sharing 401(k) Plan · all filings	WALNUT CREEK, CA	Advisor / Consultant	333	$79.5M	$151K	$0