Captrust Strategic Advisor Group

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

2,065

Total plan assets

$508.9M

Filings (rows)

Direct comp

$185K

Indirect comp

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
IBEW 375 Electricians' Retirement Plan IBEW Local Union 375 Electricians' Retirement Plan · all filings	ALLENTOWN, PA	Investment manager	750	$193.3M	$64K	$0
IBEW 375 Electricians' Retirement Plan IBEW Local Union 375 Electricians' Retirement Plan · all filings	ALLENTOWN, PA	Investment manager	657	$170.0M	$62K	$0
IBEW 375 Electricians' Retirement Plan IBEW Local Union 375 Electricians' Retirement Plan · all filings	ALLENTOWN, PA	Investment manager	658	$145.5M	$60K	$0