CAPSOUTH 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
24
Active participants
11,641
Total plan assets
$566.6M
Filings (rows)
24
Direct comp
$638K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant22
Other2
Top plans served
All 24 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant INVESTMENT ADVISORY | 636 | $65.7M | $30K |
| CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant INVESTMENT ADVISORY | 565 | $64.2M | $33K |
| CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY, AL | Advisor / Consultant INVESTMENT ADVISORY | 1,802 | $61.5M | $25K |
| S.B.J.S., P.C. S.B.J.S., P.C. PROFIT SHARING PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 119 | $42.0M | $39K |
| S.B.J.S., P.C. S.B.J.S., P.C. PROFIT SHARING PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 113 | $36.8M | $37K |
| COLEMAN AMERICAN COMPANIES, INC. COLEMAN WORLD GROUP, LLC SAVINGS & PROTECTION PLAN | MIDLAND CITY, AL | Advisor / Consultant INVESTMENT ADVISOR | 2,619 | $36.5M | $34K |
| S.B.J.S., P.C. S.B.J.S., P.C. PROFIT SHARING PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 115 | $35.1M | $37K |
| COLEMAN AMERICAN COMPANIES, INC. COLEMAN WORLD GROUP, LLC SAVINGS & PROTECTION PLAN | MIDLAND CITY, AL | Other NONE | 1,306 | $32.8M | $33K |
| COLEMAN AMERICAN MOVING SERVICES, INC. COLEMAN WORLD GROUP LLC SAVINGS & PROTECTION PLAN | MIDLAND CITY, AL | Other NONE | 1,230 | $28.1M | $33K |
| SUNSOUTH LLC SUNSOUTH LLC 401(K) PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 416 | $21.6M | $49K |
| SUNSOUTH LLC SUNSOUTH LLC 401(K) PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 422 | $19.3M | $43K |
| TWITCHELL TECHNICAL PRODUCTS, LLC TWITCHELL TECHNICAL PRODUCTS, LLC RETIREMENT SAVINGS & INVESTMENT PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 269 | $18.2M | $24K |
| SUNSOUTH LLC SUNSOUTH LLC 401(K) PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 439 | $16.7M | $43K |
| TWITCHELL TECHNICAL PRODUCTS, LLC TWITCHELL TECHNICAL PRODUCTS, LLC RETIREMENT SAVINGS & INVESTMENT PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 262 | $16.6M | $17K |
| TWITCHELL TECHNICAL PRODUCTS, LLC TWITCHELL TECHNICAL PRODUCTS, LLC RETIREMENT SAVINGS & INVESTMENT PLAN | DOTHAN, AL | Advisor / Consultant INVESTMENT ADVISOR | 260 | $14.4M | $23K |
| MITCHELL NISSAN, INC. MITCHELL NISSAN-MAZDA 401(K) SAVINGS & RETIREMENT PLAN | ENTERPRISE, AL | Advisor / Consultant INVESTMENT ADVISORY | 129 | $9.1M | $16K |
| BRADLEY PLUMBING & HEATING, INC. BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERY, AL | Advisor / Consultant FINANCIAL ADVISOR | 129 | $8.1M | $18K |
| MITCHELL NISSAN, INC. MITCHELL NISSAN-MAZDA 401(K) SAVINGS & RETIREMENT PLAN | ENTERPRISE, AL | Advisor / Consultant INVESTMENT ADVISOR | 114 | $7.7M | $19K |
| BRADLEY PLUMBING & HEATING, INC. BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERY, AL | Advisor / Consultant FINANCIAL ADVISOR | 135 | $7.1M | $25K |
| W.S. NEWELL & SONS, INC. NEWELL CORPORATE GROUP 401(K) PROFIT SHARING PLAN | MONTGOMERY, AL | Advisor / Consultant INVESTMENT ADVISORY PLAN | 98 | $6.5M | $11K |
| W.S. NEWELL & SONS, INC. NEWELL CORPORATE GROUP 401(K) PROFIT SHARING PLAN | MONTGOMERY, AL | Advisor / Consultant INVESTMENT ADVISORY PLAN | 106 | $6.0M | $10K |
| BRADLEY PLUMBING & HEATING, INC. BRADLEY PLUMBING & HEATING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERY, AL | Advisor / Consultant FINANCIAL ADVISOR | 136 | $5.8M | $22K |
| W.S. NEWELL & SONS, INC. NEWELL CORPORATE GROUP 401(K) PROFIT SHARING PLAN | MONTGOMERY, AL | Advisor / Consultant INVESTMENT ADVISORY PLAN | 105 | $5.2M | $10K |
| CALHOUN - LIBERTY HOSPITAL ASSOCIATION, INC. CALHOUN - LIBERTY HOSPITAL ASSOCIATION, INC. 401(K) PLAN | BLOUNTSTOWN, FL | Advisor / Consultant INVESTMENT ADVISOR | 116 | $1.5M | $7K |