Capital Strategies Inves

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

16,008

Total plan assets

$980.2M

Filings (rows)

Direct comp

$250K

Indirect comp

Showing only "CAPITAL STRATEGIES INVES"

View all 10 variants aggregated →

CAPITAL STRATEGIES INVESTMENT GROUP64 CAPITAL STRATEGIES INVESTMENT GROU18 CAPITAL STRATEGIES16 CAPITAL STRATEGIES GROUP7 CAPITAL STRATEGIES INVESTMENT6 CAPITAL STRATEGIES INVES4 CAPITAL STRATEGIES INV GRP

SERVICES PROVIDED

Advisor / Consultant3

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
ZURN LLC ZURN Elkay 401(k) Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	1,777	$367.4M	$75K	$0
ATI Holdings, LLC ATI Holdings, LLC 401(k) Profit Sharing Plan · all filings	BOLINGBROOK, IL	TPA / Administrator	6,380	$228.2M	$25K	$0
ZURN LLC ZURN 401(k) Plan · all filings	MILWAUKEE, WI	Advisor / Consultant	1,965	$201.4M	$125K	$0
ATI Holdings, LLC ATI Holdings, LLC 401(k) Profit Sharing Plan · all filings	BOLINGBROOK, IL	Advisor / Consultant	5,886	$183.2M	$25K	$0