CAPITAL WEALTH
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
26
Active participants
38,824
Total plan assets
$7.0B
Filings (rows)
26
Direct comp
$869K
Indirect comp
$32K
Aggregating 2 name variants under "CAPITAL WEALTH"
SERVICES PROVIDED
Other14
Advisor / Consultant12
Top plans served
All 26 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Advisor / Consultant INVESTMENT ADVISOR | 33,913 | $6.6B | $11K |
| THIELSCH ENGINEERING, INC. THIELSCH ENGINEERING INC. 401(K) SAVINGS PLAN | CRANSTON, RI | Other NONE | 622 | $65.2M | $25K |
| PET FOOD EXPERTS, INC. PET FOOD EXPERTS, INC. 401(K) AND PROFIT SHARING PLAN | PAWTUCKET, RI | Advisor / Consultant ADVISOR | 654 | $26.0M | $85K |
| MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL, RI | Advisor / Consultant ADVISOR | 120 | $23.9M | $26K |
| PET FOOD EXPERTS, INC. PET FOOD EXPERTS, INC. 401(K) AND PROFIT SHARING PLAN | PAWTUCKET, RI | Advisor / Consultant ADVISOR | 751 | $21.8M | $63K |
| MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL, RI | Advisor / Consultant ADVISOR | 115 | $21.5M | $23K |
| PLAN INTERNATIONAL USA, INC. PLAN INTERNATIONAL USA, INC. RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 113 | $21.4M | $80K |
| PLAN INTERNATIONAL USA, INC. PLAN INTERNATIONAL USA, INC. RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 111 | $20.0M | $75K |
| PLAN INTERNATIONAL USA, INC. PLAN INTERNATIONAL USA, INC. RETIREMENT PLAN | PROVIDENCE, RI | Other NONE | 127 | $18.4M | $74K |
| CHECON, LLC CHECON RETIREMENT SAVINGS PLAN | NORTH ATTLEBORO, MA | Advisor / Consultant INVESTMENT ADVISOR | 104 | $14.2M | $24K |
| RODEFER MOSS & CO, PLLC RODEFER MOSS & CO, PLLC 401(K) PROFIT SHARING PLAN | KNOXVILLE, TN | Advisor / Consultant INVESTMENT ADVISOR | 108 | $12.4M | $36K |
| PET FOOD EXPERTS, INC. PET FOOD EXPERTS, INC. 401(K) AND PROFIT SHARING PLAN | PAWTUCKET, RI | Advisor / Consultant ADVISOR | 634 | $11.9M | $42K |
| THRIVE BEHAVIORAL HEALTH INC. THRIVE BEHAVIORAL HEALTH INC. PENSION PLAN | WARWICK, RI | Other INVESTMENT/FINANCIAL ADVI | 266 | $11.7M | $8K |
| VCT HOLDINGS, LLC VCT HOLDINGS LLC 401(K) PLAN | HAZLET, NJ | Other SERVICE PROVIDER | 135 | $9.5M | $0 |
| BELTONE NEW ENGLAND BELTONE NEW ENGLAND 401(K) PLAN | WARWICK, RI | Other NONE | 129 | $7.5M | $39K |
| BELTONE NEW ENGLAND BELTONE NEW ENGLAND 401(K) PLAN | WARWICK, RI | Other NONE | 117 | $7.2M | $36K |
| BELTONE NEW ENGLAND BELTONE NEW ENGLAND 401(K) PLAN | WARWICK, RI | Other NONE | 116 | $7.0M | $37K |
| PFXCA LLC PFXCA LLC RETIREMENT PLAN | FONTANA, CA | Advisor / Consultant INVESTMENT ADVISOR | 78 | $6.8M | $38K |
| MARINOSCI LAW GROUP, PC MARINOSCI LAW GROUP P.C. 401(K) PROFIT SHARING PLAN AND TRUST | WARWICK, RI | Other INVESTMENT/FINANCIAL ADVI | 96 | $6.2M | $20K |
| SHAMROCK HOME LOANS, INC. SHAMROCK HOME LOANS, INC. 401(K) PLAN | RUMFORD, RI | Other NONE | 1 | $5.5M | $42K |
| MARINOSCI LAW GROUP, PC MARINOSCI LAW GROUP P.C. 401(K) PROFIT SHARING PLAN AND TRUST | WARWICK, RI | Other INVESTMENT/FINANCIAL ADVI | 104 | $5.3M | $17K |
| SHAMROCK HOME LOANS, INC. SHAMROCK HOME LOANS, INC. 401(K) PLAN | RUMFORD, RI | Other NONE | 97 | $4.9M | $24K |
| MARINOSCI LAW GROUP, PC MARINOSCI LAW GROUP P.C. 401(K) PROFIT SHARING PLAN AND TRUST | WARWICK, RI | Other INVESTMENT/FINANCIAL ADVI | 125 | $4.6M | $15K |
| ANCHOR INSULATION CO., INC. ANCHOR INSULATION 401(K) PLAN | PAWTUCKET, RI | Advisor / Consultant ADVISOR | 188 | $3.5M | $19K |
| CHECON, LLC CHECON, LLC | NORTH ATTLEBORO, MA | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $0 |
| ANCHOR INSULATION CO., INC. ANCHOR INSULATION 401(K) PLAN | PAWTUCKET, RI | Advisor / Consultant ADVISOR | 0 | $0 | $9K |