Capstone Retirement

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

6,393

Total plan assets

$523.6M

Filings (rows)

Direct comp

$59K

Indirect comp

$20K

Aggregating 3 name variants under "CAPSTONE RETIREMENT"

Click a variant to view it alone

CAPSTONE RETIREMENT SERVICES3 CAPSTONE RETIREMENT SERVCIES1 CAPSTONE RETIREMENT1

SERVICES PROVIDED

TPA / Administrator4

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
IBEW LU-1141 Pension Trust Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan · all filings	OKLAHOMA CITY, OK	TPA / Administrator	1,944	$188.7M	$30K	$0
IBEW LU-1141 Pension Trust Supplemental Pension/401(k) Plan to IBEW Lu1141 Retirement and 401(k) Plan · all filings	OKLAHOMA CITY, OR	TPA / Administrator	2,210	$169.5M	$16K	$0
IBEW LU-1141 Pension Trust Supplemental Pension/401(k) Plan to IBEW LU 1141 Retirement and 401(k) Plan · all filings	OKLAHOMA CITY, OK	TPA / Administrator	1,908	$144.4M	$7K	$20K
Schraad & Associates-Sales/Marketing, Inc. Schraad & Associates Sales/Marketing, Inc. 401(k) Plan · all filings	OKLAHOMA CITY, OK	TPA / Administrator	164	$11.8M	$5K	$0
Schraad & Associates-Sales/Marketing.Inc. Schraad & Associates Sales/Marketing, Inc. . 401(k) Plan · all filings	OKLAHOMA CITY, OK	Advisor / Consultant	167	$9.2M	$2K	$0