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

$143K

Indirect comp

Showing only "CAPITAL STRATAGIES"

View all 2 variants aggregated →

CAPITAL STRATAGIES3 CAPITAL STRATAGIES INVT GROUP1

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Capital Stratagies?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

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