Form 5500 Search

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
5
Active participants
6,288
Total plan assets
$4.4B
Filings (rows)
5
Direct comp
$73K
Indirect comp
$0

SERVICES PROVIDED

Other3
Advisor / Consultant1
Broker1

Top plans served

All 5 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
ARNOLD & PORTER KAYE SCHOLER LLP
ARNOLD & PORTER PROFIT-SHARING AND 401(K) PLAN AND TRUST
WASHINGTON, DC
Other
NONE
1,788$1.6B$8K
ARNOLD & PORTER KAYE SCHOLER LLP
ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST
WASHINGTON, DC
Other
NONE
1,805$1.3B$27K
ARNOLD & PORTER KAYE SCHOLER LLP
ARNOLD & PORTER KAYE SCHOLER LLP PROFIT-SHARING AND 401(K) PLAN AND TRUST
WASHINGTON, DC
Other
NONE
1,768$1.1B$27K
US RADIOLOGY SPECIALISTS, INC.
US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN
CHARLOTTE, NC
Advisor / Consultant
INVESTMENT ADVISOR
500$166.5M$6K
U.S. IMAGING PARTNERS, INC.
U.S. IMAGING PARTNERS 401(K) PROFIT SHARING PLAN
RALEIGH, NC
Broker
BROKERAGE & INVEST MGMT
427$131.3M$5K
CAPLAN FINANCIAL GROUP — Form 5500 Service Provider Profile | Form 5500 Search