Capitol Securities

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

2,304

Total plan assets

$220.8M

Filings (rows)

Direct comp

$109K

Indirect comp

$256

Aggregating 2 name variants under "CAPITOL SECURITIES"

Click a variant to view it alone

CAPITOL SECURITIES MANAGEMENT4 CAPITOL SECURITIES MGMT3

SERVICES PROVIDED

Advisor / Consultant6

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sumitomo Machinery Corporation of America Sumitomo Machinery Corporation of America Savings and Investment Plan · all filings	CHESAPEAKE, VA	Advisor / Consultant	495	$70.4M	$18K	$13
Sumitomo Machinery Corporation of America Sumitomo Machinery Corporation of America Savings and Investment Plan · all filings	CHESAPEAKE, VA	Advisor / Consultant	502	$63.5M	$23K	$229
Sumitomo Machinery Corporation of America Sumitomo Machinery Corporation of America Savings and Investment Plan · all filings	CHESAPEAKE, VA	Advisor / Consultant	456	$55.3M	$18K	$14
JB Martin Company JB Martin Company Employees Retirement Savings Plan · all filings	BATESBURG LEESVILLE, SC	Advisor / Consultant	481	$8.4M	$8K	$0
Widelity Inc. Widelity Inc. 401(k) Profit Sharing Plan and Trust · all filings	FAIRFAX, VA	Other service providers	93	$7.9M	$26K	$0
JB Martin Company JB Martin Company Employees Retirement Savings Plan · all filings	BATESBURG LEESVILLE, SC	Advisor / Consultant	138	$7.8M	$7K	$0
JB Martin Company JB Martin Company Employees Retirement Savings Plan · all filings	BATESBURG-LEESVILLE, SC	Advisor / Consultant	139	$7.4M	$8K	$0