Captial Wealth Management

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

1,266

Total plan assets

$52.2M

Filings (rows)

Direct comp

$168K

Indirect comp

SERVICES PROVIDED

Other service providers6

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Thrive Behavioral Health Inc. Thrive Behavioral Health Inc. Pension Plan · all filings	WARWICK, RI	Other service providers	277	$13.0M	$38K	$0
Thrive Behavioral Health Inc. Thrive Behavioral Health Inc. Pension Plan · all filings	WARWICK, RI	Other service providers	266	$11.7M	$26K	$0
Ahead, LLC Ahead, LLC 401(k) Savings Plan · all filings	NEW BEDFORD, MA	Other service providers	192	$8.3M	$36K	$0
Ahead, LLC Ahead, LLC 401(k) Savings Plan · all filings	NEW BEDFORD, MA	Other service providers	195	$8.2M	$28K	$0
Ahead, LLC Ahead, LLC 401(k) Savings Plan · all filings	NEW BEDFORD, MA	Other service providers	211	$6.4M	$27K	$0
Marinosci Law Group, PC Marinosci Law Group P.C. 401(k) Profit Sharing Plan and Trust · all filings	WARWICK, RI	Other service providers	125	$4.6M	$14K	$0