Capital Performance

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

1,905

Total plan assets

$300.4M

Filings (rows)

Direct comp

$641K

Indirect comp

Aggregating 3 name variants under "CAPITAL PERFORMANCE"

Click a variant to view it alone

CAPITAL PERFORMANCE ADVISORS LLP3 CAPITAL PERFORMANCE ADVISORS2 CAPITAL PERFORMANCE ADVISOR1

SERVICES PROVIDED

Advisor / Consultant6

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Plans served

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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	431	$109.4M	$217K	$0
Golden State Orthopedics & Spine Golden State Orthopedics & Spine Profit Sharing 401(k) Plan · all filings	WALNUT CREEK, CA	Advisor / Consultant	356	$96.0M	$209K	$0
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
Silicon Valley Medical Development, LLC Silicon Valley Medical Development, LLC 401(k) Plan · all filings	LOS GATOS, CA	Advisor / Consultant	324	$6.4M	$27K	$0
Silicon Valley Medical Development, LLC Silicon Valley Medical Development, LLC 401(k) Plan · all filings	LOS GATOS, CA	Advisor / Consultant	242	$5.3M	$20K	$0
Silicon Valley Medical Development, LLC Silicon Valley Medical Development, LLC 401(k) Plan · all filings	LOS GATOS, CA	Advisor / Consultant	219	$3.7M	$16K	$0