Capital Performance Advisors LLP

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

785

Total plan assets

$15.5M

Filings (rows)

Direct comp

$64K

Indirect comp

Showing only "CAPITAL PERFORMANCE ADVISORS LLP"

View all 3 variants aggregated →

CAPITAL PERFORMANCE ADVISORS LLP3 CAPITAL PERFORMANCE ADVISORS2 CAPITAL PERFORMANCE ADVISOR1

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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