Capital Planning 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

188

Total plan assets

$15.4M

Filings (rows)

Direct comp

$79K

Indirect comp

Showing only "CAPITAL PLANNING ADVISOR"

View all 2 variants aggregated →

CAPITAL PLANNING ADVISORS17 CAPITAL PLANNING ADVISOR2

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CTI III LLC CTI III LLC 401(k) Profit Sharing Plan and Trust · all filings	FOLSOM, CA	Investment manager	72	$8.3M	$42K	$0
CTI III LLC CTI III LLC 401(k) Profit Sharing Plan and Trust · all filings	FOLSOM, CA	Investment manager	116	$7.1M	$36K	$0