Caplan Financial Group

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

6,288

Total plan assets

$4.4B

Filings (rows)

Direct comp

$73K

Indirect comp

SERVICES PROVIDED

Other service providers3

Advisor / Consultant1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Arnold & Porter KAYE Scholer LLP Arnold & Porter Profit-Sharing and 401(k) Plan and Trust · all filings	WASHINGTON, DC	Other service providers	1,788	$1.6B	$8K	$0
Arnold & Porter KAYE Scholer LLP Arnold & Porter KAYE Scholer LLP Profit-Sharing and 401(k) Plan and Trust · all filings	WASHINGTON, DC	Other service providers	1,805	$1.3B	$27K	$0
Arnold & Porter KAYE Scholer LLP Arnold & Porter KAYE Scholer LLP Profit-Sharing and 401(k) Plan and Trust · all filings	WASHINGTON, DC	Other service providers	1,768	$1.1B	$27K	$0
US Radiology Specialists, Inc. US Radiology Specialists 401(k) Retirement Plan · all filings	CHARLOTTE, NC	Advisor / Consultant	500	$166.5M	$6K	$0
U.S. Imaging Partners, Inc. U.S. Imaging Partners 401(k) Profit Sharing Plan · all filings	RALEIGH, NC	Broker	427	$131.3M	$5K	$0