CAPTRUST INVESTMENT 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
82
Active participants
34,009
Total plan assets
$1.8B
Filings (rows)
82
Direct comp
$5.4M
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant82
Top plans served
All 82 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SERRA AUTOMOTIVE, INC. SERRA AUTOMOTIVE 401(K) PLAN & TRUST | FENTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,990 | $150.6M | $257K |
| SERRA AUTOMOTIVE, INC. SERRA AUTOMOTIVE 401(K) PLAN & TRUST | FENTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 2,012 | $117.6M | $243K |
| SERRA AUTOMOTIVE, INC. SERRA AUTOMOTIVE 401(K) PLAN & TRUST | FENTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,871 | $95.3M | $241K |
| GENERAL RV CENTERS, INC. GENERAL RV 401(K) PLAN & TRUST | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISORS | 1,769 | $77.4M | $146K |
| GENERAL RV CENTERS, INC. GENERAL RV 401(K) PLAN & TRUST | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISORS | 1,562 | $65.9M | $112K |
| THE NIELLO COMPANY THE NIELLO COMPANY 401(K) PLAN & TRUST | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 633 | $65.1M | $139K |
| THE NIELLO COMPANY THE NIELLO COMPANY 401(K) PLAN & TRUST | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 511 | $56.1M | $137K |
| GENERAL RV CENTERS, INC. GENERAL RV 401(K) PLAN & TRUST | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISORS | 1,355 | $51.4M | $111K |
| THE NIELLO COMPANY THE NIELLO COMPANY 401(K) PLAN & TRUST | SACRAMENTO, CA | Advisor / Consultant INVESTMENT ADVISOR | 493 | $46.1M | $144K |
| COSTAFF SERVICES, LLC COSTAFF 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 1,276 | $40.8M | $52K |
| JOHN A. BIEWER COMPANY, INC. JOHN A. BIEWER COMPANY, INC. 401(K) PLAN & TRUST | SAINT CLAIR, MI | Advisor / Consultant INVESTMENT ADVISOR | 862 | $35.1M | $126K |
| LIBERTY CHEVROLET, INC. FELDMAN AUTOMOTIVE 401(K) PLAN & TRUST | NEW HUDSON, MI | Advisor / Consultant INVESTMENT ADVISOR | 870 | $32.9M | $43K |
| JOHN A. BIEWER COMPANY, INC. JOHN A. BIEWER COMPANY, INC. 401(K) PLAN & TRUST | SAINT CLAIR, MI | Advisor / Consultant INVESTMENT ADVISOR | 760 | $30.2M | $110K |
| KIEKERT USA, INC. KIEKERT USA, INC. 401(K) PLAN | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISOR | 154 | $28.5M | $75K |
| SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | FREDERICKSBURG, TX | Advisor / Consultant INVESTMENT ADVISOR | 262 | $27.6M | $91K |
| LIBERTY CHEVROLET, INC. FELDMAN AUTOMOTIVE 401(K) PLAN & TRUST | NEW HUDSON, MI | Advisor / Consultant INVESTMENT ADVISOR | 945 | $26.6M | $38K |
| SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | FREDERICKSBURG, TX | Advisor / Consultant INVESTMENT ADVISOR | 271 | $25.6M | $94K |
| MICHIGAN TUBE SWAGERS & FABRICATORS INC. DBA MTS SEATING MTS SEATING 401(K) PLAN & TRUST | TEMPERANCE, MI | Advisor / Consultant INVESTMENT ADVISOR | 249 | $24.9M | $88K |
| KIEKERT USA, INC. KIEKERT USA, INC. 401(K) PLAN | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISOR | 150 | $24.6M | $61K |
| MICHIGAN TUBE SWAGERS & FABRICATORS INC. DBA MTS SEATING MTS SEATING 401(K) PLAN & TRUST | TEMPERANCE, MI | Advisor / Consultant INVESTMENT ADVISOR | 265 | $24.0M | $81K |
| JOHN A. BIEWER COMPANY, INC. JOHN A. BIEWER COMPANY, INC. 401(K) PLAN & TRUST | SAINT CLAIR, MI | Advisor / Consultant INVESTMENT ADVISOR | 935 | $23.9M | $106K |
| BERGER CHEVROLET, INC. BERGER CHEVROLET, INC. 401(K) PLAN & TRUST | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISOR | 270 | $22.3M | $104K |
| MID-STATES BOLT & SCREW, LLC MID-STATES BOLT & SCREW, LLC 401(K) PLAN & TRUST | BURTON, MI | Advisor / Consultant INVESTMENT ADVISOR | 274 | $20.8M | $74K |
| MICHIGAN TUBE SWAGERS & FABRICATORS INC. DBA MTS SEATING MTS SEATING 401(K) PLAN & TRUST | TEMPERANCE, MI | Advisor / Consultant INVESTMENT ADVISOR | 207 | $20.5M | $84K |
| AUTHENTIX, INC. AUTHENTIX, INC. 401(K) PLAN | ADDISON, TX | Advisor / Consultant INVESTMENT ADVISOR | 128 | $19.8M | $37K |
| KIEKERT USA, INC. KIEKERT USA, INC. 401(K) PLAN | WIXOM, MI | Advisor / Consultant INVESTMENT ADVISOR | 133 | $19.7M | $66K |
| BERGER CHEVROLET, INC. BERGER CHEVROLET, INC. 401(K) PLAN & TRUST | GRAND RAPIDS, MI | Advisor / Consultant INVESTMENT ADVISOR | 255 | $19.3M | $91K |
| ZEHNDER'S OF FRANKENMUTH, INC. ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & PROFIT SHARING PLAN & TRUST | FRANKENMUTH, MI | Advisor / Consultant INVESTMENT ADVISOR | 418 | $19.0M | $74K |
| CROWN MOTORS LTD. CROWN MOTORS, LTD. 401(K) PLAN | HOLLAND, MI | Advisor / Consultant INVESTMENT ADVISOR | 202 | $18.8M | $59K |
| AUTHENTIX, INC. AUTHENTIX, INC. 401(K) PLAN | ADDISON, TX | Advisor / Consultant INVESTMENT ADVISOR | 123 | $17.5M | $37K |
| MM JS AUTO HOLDINGS, LLC MM JS AUTO HOLDINGS, LLC 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 511 | $17.4M | $29K |
| TOWNE MORTGAGE COMPANY DBA AMERICU MORTGAGE, TOWNE MORTGAGE COMPANY TOWNE MORTGAGE COMPANY 401(K) PROFIT SHARING PLAN | TROY, MI | Advisor / Consultant INVESTMENT ADVISOR | 259 | $16.6M | $57K |
| BETTEN CHEVROLET-CADILLAC INC. BETTEN BAKER AUTO FAMILY 401(K) RETIREMENT PLAN | MUSKEGON, MI | Advisor / Consultant INVESTMENT ADVISOR | 478 | $16.2M | $71K |
| ZEHNDER'S OF FRANKENMUTH, INC. ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & PROFIT SHARING PLAN & TRUST | FRANKENMUTH, MI | Advisor / Consultant INVESTMENT ADVISOR | 373 | $15.9M | $66K |
| HANK GRAFF CHEVROLET, INC. HANK GRAFF CHEVROLET 401(K) PLAN & TRUST | DAVISON, MI | Advisor / Consultant INVESTMENT ADVISOR | 104 | $15.9M | $54K |
| CROWN MOTORS LTD. CROWN MOTORS, LTD. 401(K) PLAN | HOLLAND, MI | Advisor / Consultant INVESTMENT ADVISOR | 195 | $15.8M | $52K |
| BETTEN CHEVROLET-CADILLAC INC. BETTEN BAKER AUTO FAMILY 401(K) RETIREMENT PLAN | MUSKEGON, MI | Advisor / Consultant INVESTMENT ADVISOR | 432 | $15.6M | $76K |
| J. RECKNER ASSOCIATES, INC. THE J. RECKNER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHALFONT, PA | Advisor / Consultant INVESTMENT ADVISOR | 109 | $15.1M | $46K |
| J. RECKNER ASSOCIATES, INC. THE J. RECKNER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHALFONT, PA | Advisor / Consultant INVESTMENT ADVISOR | 118 | $14.4M | $52K |
| HANK GRAFF CHEVROLET, INC. HANK GRAFF CHEVROLET 401(K) PLAN & TRUST | DAVISON, MI | Advisor / Consultant INVESTMENT ADVISOR | 105 | $14.2M | $52K |
| TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA, CA | Advisor / Consultant INVESTMENT ADVISOR | 276 | $14.1M | $38K |
| AUTHENTIX, INC. AUTHENTIX, INC. 401(K) PLAN | ADDISON, TX | Advisor / Consultant INVESTMENT ADVISOR | 121 | $13.8M | $61K |
| MM JS AUTO HOLDINGS, LLC MM JS AUTO HOLDINGS, LLC 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 431 | $13.8M | $26K |
| ZEHNDER'S OF FRANKENMUTH, INC. ZEHNDER'S OF FRANKENMUTH, INC. 401(K) & PROFIT SHARING PLAN & TRUST | FRANKENMUTH, MI | Advisor / Consultant INVESTMENT ADVISOR | 344 | $13.6M | $65K |
| TOWNE MORTGAGE COMPANY DBA AMERICU MORTGAGE, TOWNE MORTGAGE COMPANY TOWNE MORTGAGE COMPANY 401(K) PROFIT SHARING PLAN | TROY, MI | Advisor / Consultant INVESTMENT ADVISOR | 203 | $13.4M | $50K |
| CROWN MOTORS LTD. CROWN MOTORS, LTD. 401(K) PLAN | HOLLAND, MI | Advisor / Consultant INVESTMENT ADVISOR | 194 | $13.3M | $52K |
| BETTEN CHEVROLET-CADILLAC INC. BETTEN BAKER AUTO FAMILY 401(K) RETIREMENT PLAN | MUSKEGON, MI | Advisor / Consultant INVESTMENT ADVISOR | 421 | $13.3M | $68K |
| WILDE AUTOMOTIVE MANAGEMENT OF WISCONSIN, INC. WILDE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | NORTH PRAIRIE, WI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $12.8M | $58K |
| RTDCORP INC. RICHARD TOOL & DIE CORPORATION 401(K) PLAN | BELLEVILLE, MI | Advisor / Consultant INVESTMENT ADVISOR | 103 | $12.4M | $52K |
| TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA, CA | Advisor / Consultant INVESTMENT ADVISOR | 292 | $12.4M | $34K |
| J. RECKNER ASSOCIATES, INC. THE J. RECKNER ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHALFONT, PA | Advisor / Consultant INVESTMENT ADVISOR | 112 | $12.1M | $50K |
| RTDCORP INC. RICHARD TOOL & DIE CORPORATION 401(K) PLAN | BELLEVILLE, MI | Advisor / Consultant INVESTMENT ADVISOR | 103 | $12.0M | $58K |
| RTDCORP INC. RICHARD TOOL & DIE CORPORATION 401(K) PLAN | BELLEVILLE, MI | Advisor / Consultant INVESTMENT ADVISOR | 98 | $11.9M | $52K |
| ST. LOUIS AUTO DEALERS ASSOCIATION ST. LOUIS AUTO DEALERS ASSOCIATION - MACHINISTS DISTRICT NO. 9 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 698 | $11.3M | $69K |
| ST. LOUIS AUTO DEALERS ASSOCIATION ST. LOUIS AUTO DEALERS ASSOCIATION - MACHINISTS DISTRICT NO. 9 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 717 | $10.7M | $66K |
| ST. LOUIS AUTO DEALERS ASSOCIATION ST. LOUIS AUTO DEALERS ASSOCIATION - MACHINISTS DISTRICT NO. 9 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant INVESTMENT ADVISOR | 669 | $10.5M | $75K |
| TOWNE MORTGAGE COMPANY DBA AMERICU MORTGAGE, TOWNE MORTGAGE COMPANY TOWNE MORTGAGE COMPANY 401(K) PROFIT SHARING PLAN | TROY, MI | Advisor / Consultant INVESTMENT ADVISOR | 224 | $10.4M | $44K |
| TOYOTA OF SANTA MARIA TOYOTA & HONDA OF SANTA MARIA 401(K) PLAN & TRUST | SANTA MARIA, CA | Advisor / Consultant INVESTMENT ADVISOR | 257 | $9.9M | $31K |
| SZOTT M-59 CHRYSLER-JEEP, INC. SZOTT AUTOMOTIVE 401(K) PLAN & TRUST | WHITE LAKE, MI | Advisor / Consultant INVESTMENT ADVISOR | 200 | $9.7M | $43K |
| MM JS AUTO HOLDINGS, LLC MM JS AUTO HOLDINGS, LLC 401(K) PLAN | FORT LAUDERDALE, FL | Advisor / Consultant INVESTMENT ADVISOR | 396 | $9.3M | $21K |
| SZOTT M-59 CHRYSLER-JEEP, INC. SZOTT AUTOMOTIVE 401(K) PLAN & TRUST | WHITE LAKE, MI | Advisor / Consultant INVESTMENT ADVISOR | 214 | $9.1M | $39K |
| INTERMOUNTAIN WOOD PRODUCTS, INC. INTERMOUNTAIN WOOD PRODUCTS, INC. 401(K) AND PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 145 | $9.1M | $68K |
| INTERMOUNTAIN WOOD PRODUCTS, INC. INTERMOUNTAIN WOOD PRODUCTS, INC. 401(K) AND PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 155 | $8.5M | $60K |
| DENSO AIR SYSTEMS MICHIGAN, INC. DENSO AIR SYSTEMS MICHIGAN INC. RETIREMENT PLAN | HOPKINSVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 220 | $7.8M | $35K |
| SZOTT M-59 CHRYSLER-JEEP, INC. SZOTT AUTOMOTIVE 401(K) PLAN & TRUST | WHITE LAKE, MI | Advisor / Consultant INVESTMENT ADVISOR | 276 | $7.6M | $37K |
| PARKWAY CHRYSLER JEEP, INC. PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST | CLINTON TOWNSHIP, MI | Advisor / Consultant INVESTMENT ADVISOR | 99 | $7.0M | $40K |
| INTERMOUNTAIN WOOD PRODUCTS, INC. INTERMOUNTAIN WOOD PRODUCTS, INC. 401(K) AND PROFIT SHARING PLAN | SALT LAKE CITY, UT | Advisor / Consultant INVESTMENT ADVISOR | 153 | $6.9M | $57K |
| DENSO AIR SYSTEMS MICHIGAN, INC. DENSO AIR SYSTEMS MICHIGAN INC. RETIREMENT PLAN | HOPKINSVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 171 | $6.7M | $44K |
| MILOSCH'S PALACE CHRYSLER JEEP DODGE, INC. MILOSCH'S PALACE CHRYSLER JEEP DODGE, INC. 401(K) PLAN & TRUST | LAKE ORION, MI | Advisor / Consultant INVESTMENT ADVISORS | 140 | $6.7M | $29K |
| MILOSCH'S PALACE CHRYSLER JEEP DODGE, INC. MILOSCH'S PALACE CHRYSLER JEEP DODGE, INC. 401(K) PLAN & TRUST | LAKE ORION, MI | Advisor / Consultant INVESTMENT ADVISORS | 135 | $6.3M | $32K |
| PANEL PROCESSING, INC. PANEL PROCESSING, INC. 401(K) PLAN | ALPENA, MI | Advisor / Consultant INVESTMENT ADVISOR | 172 | $6.0M | $33K |
| PANEL PROCESSING, INC. PANEL PROCESSING, INC. 401(K) PLAN | ALPENA, MI | Advisor / Consultant INVESTMENT ADVISOR | 163 | $5.9M | $34K |
| PANEL PROCESSING, INC. PANEL PROCESSING, INC. 401(K) PLAN | ALPENA, MI | Advisor / Consultant INVESTMENT ADVISOR | 184 | $5.7M | $33K |
| AR AUTOMOTIVE, LLC. DBA ANDERSON HONDA ANDERSON HONDA 401(K) PLAN & TRUST | PALO ALTO, CA | Advisor / Consultant INVESTMENT ADVISORS | 86 | $5.5M | $43K |
| MORIAH INCORPORATED DBA EISENHOWER CENTER EISENHOWER CENTER 401(K) PLAN & TRUST | ANN ARBOR, MI | Advisor / Consultant INVESTMENT ADVISOR | 131 | $5.4M | $26K |
| DETROIT EMPLOYMENT SOLUTIONS CORPORATION DETROIT EMPLOYMENT SOLUTIONS CORPORATION 401(K) PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISOR | 110 | $5.3M | $19K |
| POLLY'S FOOD SERVICE, INC. POLLY'S FOOD SERVICE & AFFILIATES EMPLOYEES' RETIREMENT PLAN | JACKSON, MI | Advisor / Consultant INVESTMENT ADVISOR | 178 | $5.1M | $11K |
| MORIAH INCORPORATED DBA EISENHOWER CENTER EISENHOWER CENTER 401(K) PLAN & TRUST | ANN ARBOR, MI | Advisor / Consultant INVESTMENT ADVISOR | 129 | $4.9M | $25K |
| DETROIT EMPLOYMENT SOLUTIONS CORPORATION DETROIT EMPLOYMENT SOLUTIONS CORPORATION 401(K) PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISOR | 149 | $4.9M | $18K |
| WILLIAMS CHEVROLET, INC. WILLIAMS CHEVROLET, INC. 401(K) PLAN AND TRUST | TRAVERSE CITY, MI | Advisor / Consultant INVESTMENT ADVISOR | 85 | $4.1M | $26K |
| DETROIT EMPLOYMENT SOLUTIONS CORPORATION DETROIT EMPLOYMENT SOLUTIONS CORPORATION 401(K) PLAN | DETROIT, MI | Advisor / Consultant INVESTMENT ADVISOR | 166 | $3.8M | $14K |
| BULLSEYE TELCOM, INC. BULLSEYE TELECOM 401(K) PLAN | SOUTHFIELD, MI | Advisor / Consultant INVESTMENT ADVISOR | 0 | $4K | $26K |