Form 5500 Search

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
3
Active participants
2,065
Total plan assets
$508.9M
Filings (rows)
3
Direct comp
$185K
Indirect comp
$0

SERVICES PROVIDED

Other3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
IBEW 375 ELECTRICIANS' RETIREMENT PLAN
IBEW LOCAL UNION 375 ELECTRICIANS' RETIREMENT PLAN
ALLENTOWN, PA
Other
NONE
750$193.3M$64K
IBEW 375 ELECTRICIANS' RETIREMENT PLAN
IBEW LOCAL UNION 375 ELECTRICIANS' RETIREMENT PLAN
ALLENTOWN, PA
Other
NONE
657$170.0M$62K
IBEW 375 ELECTRICIANS' RETIREMENT PLAN
IBEW LOCAL UNION 375 ELECTRICIANS' RETIREMENT PLAN
ALLENTOWN, PA
Other
NONE
658$145.5M$60K
CAPTRUST STRATEGIC ADVISOR GROUP — Form 5500 Service Provider Profile | Form 5500 Search