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"

Click a variant to view it alone

CAPITAL STRATAGIES3 CAPITAL STRATAGIES INVT GROUP1

SERVICES PROVIDED

Advisor / Consultant4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ACCO Brands Corporation ACCO Brands Corporation 401(k) Plan · all filings	LAKE ZURICH, IL	Advisor / Consultant	1,218	$381.5M	$48K	$0
ACCO Brands Corporation ACCO Brands Corporation 401(k) Plan · all filings	LAKE ZURICH, IL	Advisor / Consultant	1,568	$354.2M	$55K	$0
ACCO Brands Corporation ACCO Brands Corporation 401(k) Plan · all filings	LAKE ZURICH, IL	Advisor / Consultant	1,762	$315.9M	$40K	$0
Meredith Operations Corporation Meredith Employees Retirement Income Plan · all filings	DES MOINES, IA	Advisor / Consultant	0	$0	$77K	$0