CAPITAL STRATAGIES

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

4,548

Total plan assets

$1.1B

Filings (rows)

Direct comp

$219K

Indirect comp

Aggregating 2 name variants under "CAPITAL STRATAGIES"

CAPITAL STRATAGIES3 CAPITAL STRATAGIES INVT GROUP1

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION 401(K) PLAN	LAKE ZURICH, IL	Advisor / Consultant CONSULTANT	1,218	$381.5M	$48K
ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION 401(K) PLAN	LAKE ZURICH, IL	Advisor / Consultant CONSULTANT	1,568	$354.2M	$55K
ACCO BRANDS CORPORATION ACCO BRANDS CORPORATION 401(K) PLAN