Capital Performance Advisors

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

787

Total plan assets

$205.4M

Filings (rows)

Direct comp

$426K

Indirect comp

Showing only "CAPITAL PERFORMANCE ADVISORS"

View all 3 variants aggregated →

CAPITAL PERFORMANCE ADVISORS LLP3 CAPITAL PERFORMANCE ADVISORS2 CAPITAL PERFORMANCE ADVISOR1

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 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	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