CAPITAL PLANNING
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
18
Active participants
6,322
Total plan assets
$464.4M
Filings (rows)
18
Direct comp
$884K
Indirect comp
$113K
Aggregating 2 name variants under "CAPITAL PLANNING"
SERVICES PROVIDED
Advisor / Consultant12
Other6
Top plans served
All 18 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| IRON BOW TECHNOLOGIES, LLC IRON BOW TECHNOLOGIES, LLC 401(K) PLAN | HERNDON, VA | Other NONE | 1,051 | $103.8M | $13K |
| WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO, CA | Other NONE | 331 | $69.9M | $93K |
| WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO, CA | Other NONE | 301 | $61.0M | $79K |
| WOOD RODGERS, INC WOOD RODGERS 401(K) PLAN | SACRAMENTO, CA | Other NONE | 323 | $49.8M | $78K |
| VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN, CA | Advisor / Consultant INVESTMENT ADVISOR | 849 | $31.8M | $73K |
| VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN, CA | Advisor / Consultant INVESTMENT ADVISOR | 861 | $29.8M | $62K |
| VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN, CA | Advisor / Consultant INVESTMENT ADVISOR | 872 | $25.2M | $60K |
| DRYCO CONSTRUCTION, INC. DRYCO CONSTRUCTION, INC. RETIREMENT PLAN | FREMONT, CA | Advisor / Consultant INVESTMENT ADVISORY | 364 | $19.2M | $0 |
| ELECTRICAL DESIGN & MOTOR CONTROL, INC. ELECTRICAL DESIGN & MOTOR CONTROL, INC. 401(K) PLAN | ROSEVILLE, CA | Advisor / Consultant ADVISOR | 84 | $12.7M | $53K |
| WILEY X, INC 401(K) PLAN & TRUST WILEY X, INC. 401(K) PLAN & TRUST | FRISCO, TX | Advisor / Consultant INVESTMENT ADVISORY | 121 | $11.2M | $0 |
| ELECTRICAL DESIGN & MOTOR CONTROL, INC. ELECTRICAL DESIGN & MOTOR CONTROL, INC. 401(K) PLAN | ROSEVILLE, CA | Advisor / Consultant ADVISOR | 89 | $10.9M | $44K |
| WILEY X, INC. WILEY X, INC. 401(K) PLAN & TRUST | FRISCO, TX | Advisor / Consultant INVESTMENT ADVISORY | 139 | $9.1M | $0 |
| CTI III LLC CTI III LLC 401(K) PROFIT SHARING PLAN AND TRUST | FOLSOM, CA | Other NONE | 72 | $8.3M | $42K |
| CTI III LLC CTI III LLC 401(K) PROFIT SHARING PLAN AND TRUST | FOLSOM, CA | Other NONE | 116 | $7.1M | $36K |
| GEMINI LEGAL SUPPORT, INC. GEMINI LEGAL SUPPORT, INC. 401(K) PROFIT SHARING PLAN | ROCKLIN, CA | Advisor / Consultant INVESTMENT ADVISOR | 301 | $6.6M | $45K |
| GEMINI LEGAL SUPPORT, INC. GEMINI LEGAL SUPPORT, INC. 401(K) PROFIT SHARING PLAN | ROCKLIN, CA | Advisor / Consultant INVESTMENT ADVISOR | 262 | $5.0M | $29K |
| GEMINI LEGAL SUPPORT, INC. GEMINI LEGAL SUPPORT, INC. 401(K) PROFIT SHARING PLAN | ROCKLIN, CA | Advisor / Consultant INVESTMENT ADVISOR | 186 | $2.9M | $21K |
| FLYERS ENERGY, LLC FLYERS ENERGY PROFIT SHARING PLAN | AUBURN, CA | Advisor / Consultant INVESTMENT ADVISOR/ADV | 0 | $0 | $156K |