CAPITAL SYNERGY PARTNERS
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
9
Active participants
14,057
Total plan assets
$420.0M
Filings (rows)
9
Direct comp
$0
Indirect comp
$207K
SERVICES PROVIDED
Broker6
Other2
Advisor / Consultant1
Top plans served
All 9 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY, CA | Broker BROKER/ADVISER | 3,458 | $124.5M | $0 |
| MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY, CA | Broker BROKER/ADVISER | 6,026 | $109.2M | $0 |
| MERUELO ENTERPRISES, INC. MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY, CA | Broker BROKER/ADVISER | 3,047 | $87.9M | $0 |
| ARCHITECTS ORANGE LLP, DBA AO ARCHITECTS ORANGE 401(K) RETIREMENT SAVINGS PLAN | ORANGE, CA | Broker BROKER/ADVISER | 310 | $31.3M | $0 |
| ARCHITECTS ORANGE LLP, DBA AO ARCHITECTS ORANGE 401(K) RETIREMENT SAVINGS PLAN | ORANGE, CA | Broker BROKER/ADVISER | 352 | $26.6M | $0 |
| ARCHITECTS ORANGE LLP, DBA AO ARCHITECTS ORANGE 401(K) RETIREMENT SAVINGS PLAN | ORANGE, CA | Other SHAREHOLDER SERVICE PROV | 349 | $20.8M | $0 |
| MOUNTAIN WEST FINANCIAL, INC. MOUNTAIN WEST FINANCIAL, INC. 401(K) PROFIT SHARING PLAN | REDLANDS, CA | Advisor / Consultant BROKER/ADVISOR | 149 | $15.2M | $0 |
| GOLD COAST INGREDIENTS, INC. GOLD COAST INGREDIENTS, INC. 401K PLAN | COMMERCE, CA | Other NONE | 153 | $3.6M | $0 |
| SUN VALLEY SPECIALTY HEALTHCARE, INC. TOTALLY KIDS 401(K) PLAN | SUN VALLEY, CA | Broker BROKER/DEALER | 213 | $812K | — |