Form 5500 Search

CAPTRUST ADVISORS

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
38
Active participants
42,356
Total plan assets
$17.5B
Filings (rows)
38
Direct comp
$2.9M
Indirect comp
$0

SERVICES PROVIDED

Other26
Advisor / Consultant12

Top plans served

All 38 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$4.3B$150K
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$3.8B$150K
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$3.8B$150K
S.C. JOHNSON & SON, INC.
RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
617$449.5M$120K
S.C. JOHNSON & SON, INC.
RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
557$439.9M$120K
S.C. JOHNSON & SON, INC.
RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SO
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
484$406.5M$120K
S.C. JOHNSON & SON, INC.
S.C. JOHNSON & SON, INC. RETIREE HEALTH CARE PLAN
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,029$398.9M$20K
S.C. JOHNSON & SON, INC.
S.C. JOHNSON & SON, INC. RETIREE HEALTH CARE PLAN
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,132$379.9M$20K
CHICAGO MERCANTILE EXCHANGE, INC.
PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC.
CHICAGO, IL
Other
NONE
2,124$368.7M$88K
S.C. JOHNSON & SON, INC.
S.C. JOHNSON & SON, INC. RETIREE HEALTH CARE PLAN
RACINE, WI
Advisor / Consultant
INVESTMENT ADVISOR
1,225$353.0M$20K
CHICAGO MERCANTILE EXCHANGE, INC.
PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC.
CHICAGO, IL
Other
NONE
2,052$351.7M$85K
CHICAGO MERCANTILE EXCHANGE, INC.
PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC.
CHICAGO, IL
Other
NONE
2,110$332.0M$85K
NOBLE SERVICES COMPANY LLC
NOBLE SERVICES COMPANY LLC 401(K) AND PROFIT SHARING PLAN
SUGAR LAND, TX
Other
NONE
1,438$295.2M$69K
NOBLE SERVICES COMPANY LLC
NOBLE SERVICES COMPANY LLC 401(K) AND PROFIT SHARING PLAN
SUGAR LAND, TX
Other
NONE
1,326$251.1M$50K
COCA-COLA CONSOLIDATED, INC.
COCA-COLA CONSOLIDATED, INC. EMPLOYEES PENSION PLAN
CHARLOTTE, NC
Other
CLM-PROC
1,250$235.3M$69K
BOILERMAKERS LODGE 154 RETIREMENT PLAN
BOILERMAKERS LODGE 154 RETIREMENT PLAN
BLOOMINGTON, MN
Other
NONE
6,951$157.4M$135K
BOILERMAKERS LODGE 154 RETIREMENT PLAN
BOILERMAKERS LODGE 154 RETIREMENT PLAN
BLOOMINGTON, MN
Other
NONE
6,766$156.7M$135K
BOILERMAKERS LODGE 154 RETIREMENT PLAN
BOILERMAKERS LODGE 154 RETIREMENT PLAN
BLOOMINGTON, MN
Other
NONE
7,060$147.0M$203K
TRUSTEES OF SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLAN
SOUTH FLORIDA ELECTRICAL WORKERS PENSION PLAN
PHOENIX, AZ
Other
NONE
804$119.2M$221K
SHARP ELECTRONICS CORPORATION
SHARP ELECTRONICS CORPORATION PENSION PLAN
MONTVALE, NJ
Other
NONE
119$86.8M$44K
NOURYON CHEMICALS LLC
NOURYON CHEMICALS RETIREMENT PLAN
CHICAGO, IL
Other
NONE
303$81.6M$90K
NOURYON CHEMICALS LLC
NOURYON CHEMICALS RETIREMENT PLAN
CHICAGO, IL
Other
NONE
343$81.2M$90K
INSTITUTE OF NUCLEAR POWER OPERATIONS
INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN
ATLANTA, GA
Other
NONE
59$62.4M$96K
SHARP ELECTRONICS CORPORATION
SHARP ELECTRONICS CORPORATION PENSION PLAN
MONTVALE, NJ
Other
NONE
116$61.5M$43K
COPELAND SCROLL COMPRESSORS LP
COPELAND CORPORATION RETIREMENT INCOME PLAN FOR EMPLOYEES IN COLLECTIVE BARGAINING UNIT
SYDNEY, OH
Other
NONE
366$60.6M$46K
BERNHARDT FURNITURE COMPANY
BERNHARDT FURNITURE COMPANY RETIREMENT PLAN
LENOIR, NC
Other
NONE
1,130$52.6M$36K
SHARP ELECTRONICS CORPORATION
SHARP ELECTRONICS CORPORATION PENSION PLAN
MONTVALE, NJ
Other
NONE
110$49.8M$42K
BERNHARDT FURNITURE COMPANY
BERNHARDT FURNITURE COMPANY RETIREMENT PLAN
LENOIR, NC
Other
NONE
1,189$45.9M$28K
CCBCC OPERATIONS LLC
COCA-COLA CONSOLIDATED, INC. BARGAINING EMPLOYEES PENSION PLAN
CHARLOTTE, NC
Other
CLM-PROC
1,090$42.9M$9K
AMIKIDS, INC.
AMIKIDS, INC. MONEY PURCHASE PENSION PLAN
TAMPA, FL
Other
N/A
301$24.3M$51K
AMIKIDS, INC.
AMIKIDS, INC. MONEY PURCHASE PENSION PLAN
TAMPA, FL
Other
N/A
305$22.1M$26K
COTTER CORPORATION
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF COTTER CORPORATION
ENGLEWOOD, CO
Advisor / Consultant
INVESTMENT ADVISORS
0$14.4M$65K
COTTER CORPORATION
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF COTTER CORPORATION
ENGLEWOOD, CO
Advisor / Consultant
INVESTMENT ADVISORS
0$14.1M$35K
COTTER CORPORATION
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF COTTER CORPORATION
ENGLEWOOD, CO
Advisor / Consultant
INVESTMENT ADVISORS
0$13.8M$41K
SUPERIOR FABRICATION COMPANY LLC
CRESTLINE PENSION PLAN
AKRON, OH
Advisor / Consultant
INVESTMENT ADVISOR
0$5.4M$12K
SUPERIOR FABRICATION COMPANY LLC
CRESTLINE PENSION PLAN
AKRON, OH
Advisor / Consultant
INVESTMENT ADVISOR
0$5.4M$18K
MAFCO WORLDWIDE LLC
MAFCO WORLDWIDE LLC REPLACEMENT DEFINED BENEFIT PENSION PLAN
MT LAUREL, NJ
Other
NONE
0$2.5M$66K
SUPERIOR FABRICATION COMPANY LLC
CRESTLINE PENSION PLAN
AKRON, OH
Advisor / Consultant
INVESTMENT ADVISOR
0$0$8K
CAPTRUST ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search