KATHMERE CAPITAL
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
89
Active participants
33,590
Total plan assets
$2.1B
Filings (rows)
90
Direct comp
$2.9M
Indirect comp
$57K
Aggregating 4 name variants under "KATHMERE CAPITAL"
SERVICES PROVIDED
Advisor / Consultant49
Other40
Top plans served
Showing top 90 of 89 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CLUB MANAGEMENT ASSOCIATION OF AMERICA CLUB RETIREMENT PLAN | ALEXANDRIA, VA | Advisor / Consultant INVESTMENT ADVISOR | 7,235 | $262.7M | $23K |
| SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE, PA | Advisor / Consultant INVESTMENT ADVISOR | 2,110 | $119.5M | $93K |
| OMNI CABLE LLC OMNI CABLE LLC RETIREMENT SAVINGS PLAN | WEST CHESTER, PA | Other NONE | 821 | $104.9M | $130K |
| OMNI CABLE LLC OMNI CABLE LLC RETIREMENT SAVINGS PLAN | WEST CHESTER, PA | Other NONE | 793 | $95.1M | $80K |
| SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTOWN SQUARE, PA | Advisor / Consultant INVESTMENT ADVISOR | — | $85.1M | $73K |
| OMNI CABLE LLC OMNI CABLE LLC RETIREMENT SAVINGS PLAN | WEST CHESTER, PA | Other NONE | 660 | $76.7M | $83K |
| SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE, PA | Advisor / Consultant INVESTMENT ADVISOR | 1,613 | $71.9M | $70K |
| D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAN | POTTSVILLE, PA | Other NONE | 332 | $63.4M | $45K |
| FS INVESTMENTS FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST | PHILADELPHIA, PA | Advisor / Consultant CONSULTANT | 392 | $44.5M | $30K |
| DELAWARE PARK MANAGEMENT COMPANY, LLC DELAWARE PARK & AFFILIATES 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant INVESTMENT ADVISOR | 777 | $42.6M | $64K |
| ELLIOTT-LEWIS CORPORATION ELLIOTT-LEWIS CORPORATION 401(K) SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 211 | $41.4M | $67K |
| DELAWARE PARK MANAGEMENT COMPANY, LLC DELAWARE PARK & AFFILIATES 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant INVESTMENT ADVISOR | 771 | $41.2M | $59K |
| VISIONARY EYE CARE PARTNERS VISIONARY EYE CARE PARTNERS 401(K) PLAN | WATERBURY, CT | Advisor / Consultant INVESTMENT ADVISOR | 866 | $38.2M | $7K |
| ELLIOTT-LEWIS CORPORATION ELLIOTT-LEWIS CORPORATION 401(K) SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 194 | $36.8M | $65K |
| DELAWARE PARK MANAGEMENT COMPANY, LLC DELAWARE PARK & AFFILIATES 401(K) PLAN | WILMINGTON, DE | Advisor / Consultant INVESTMENT ADVISOR | 754 | $35.9M | $70K |
| TIOGA PIPE ,INC. TIOGA RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Other NONE | 116 | $34.5M | $58K |
| ELLIOTT-LEWIS CORPORATION ELLIOTT-LEWIS CORPORATION 401(K) SAVINGS PLAN | PHILADELPHIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 184 | $31.4M | $79K |
| ATALAYA CAPITAL MANAGEMENT LP ATALAYA CAPITAL MANAGEMENT 401(K) PLAN | NEW YORK, NY | Other NONE | 157 | $30.8M | $16K |
| TIOGA PIPE ,INC. TIOGA RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Other NONE | 122 | $29.1M | $51K |
| VERISYS CORPORATION VERISYS CORPORATION 401(K) PLAN | LOUISVILLE, KY | Other NONE | 537 | $26.0M | $48K |
| ATALAYA CAPITAL MANAGEMENT LP ATALAYA CAPITAL MANAGEMENT 401(K) PLAN | NEW YORK, NY | Other NONE | 112 | $25.5M | $32K |
| TIOGA PIPE ,INC. TIOGA RETIREMENT SAVINGS PLAN | PHILADELPHIA, PA | Other NONE | 111 | $23.7M | $52K |
| HEALTH SCIENCES CONSTRUCTION GROUP, LTD HSC BUILDERS 401(K) PROFIT SHARING PLAN | EXTON, PA | Other NONE | 120 | $23.3M | $32K |
| VERISYS CORPORATION VERISYS CORPORATION 401(K) PLAN | LOUISVILLE, KY | Other NONE | 657 | $23.0M | $39K |
| ARORA ENGINEERS, LLC ARORA ENGINEERS, LLC 401(K) PLAN | CHADDS FORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 168 | $22.4M | $49K |
| ARORA ENGINEERS, LLC ARORA ENGINEERS, LLC 401(K) PLAN | CHADDS FORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 172 | $19.9M | $41K |
| ATALAYA CAPITAL MANAGEMENT LP ATALAYA CAPITAL MANAGEMENT 401(K) PLAN | NEW YORK, NY | Other NONE | 99 | $19.6M | $21K |
| HEALTH SCIENCES CONSTRUCTION GROUP, LTD HSC BUILDERS 401(K) PROFIT SHARING PLAN | EXTON, PA | Other NONE | 121 | $19.5M | $19K |
| APPLIED CARD SYSTEMS, INC. APPLIED CARD SYSTEMS, INC. 401(K) RETIREMENT/SAVINGS PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 143 | $19.2M | $31K |
| TB PHILLY, INC. TB PHILLY, INC. 401(K) PROFIT SHARING PLAN | PHOENIXVILLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 128 | $18.7M | $57K |
| VERISYS CORPORATION VERISYS CORPORATION 401(K) PLAN | ALEXANDRIA, VA | Other NONE | 669 | $18.3M | $23K |
| APPLIED CARD SYSTEMS, INC. APPLIED CARD SYSTEMS, INC. 401(K) RETIREMENT/SAVINGS PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 137 | $17.5M | $27K |
| COLUMBUS MEDICAL SERVICES, LLC COLUMBUS ORGANIZATION 401(K) PLAN | BLUE BELL, PA | Other NONE | 668 | $16.5M | $32K |
| COLUMBUS MEDICAL SERVICES, LLC COLUMBUS ORGANIZATION 401(K) PLAN | BLUE BELL, PA | Other NONE | 668 | $16.5M | $10K |
| MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 109 | $16.4M | $40K |
| D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLAN | POTTSVILLE, PA | Other NONE | 65 | $16.2M | $0 |
| RHEUMATIC DISEASE ASSOCIATES, LTD. RHEUMATIC DISEASE ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | WILLOW GROVE, PA | Advisor / Consultant INVESTMENT ADVISOR | 81 | $16.2M | $19K |
| APPLIED CARD SYSTEMS, INC. APPLIED CARD SYSTEMS, INC. 401(K) RETIREMENT/SAVINGS PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 142 | $15.5M | $28K |
| J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. 401(K) & DAVIS BACON PLAN | NEWARK, DE | Advisor / Consultant INVESTMENT ADVISORY | 362 | $15.4M | $0 |
| COMPAS, INC. COMPAS, INC. 401(K) PROFIT SHARING PLAN | CHERRY HILL, NJ | Other NONE | 186 | $15.4M | $32K |
| PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT, PA | Advisor / Consultant INVESTMENT ADVISOR | 148 | $15.4M | $28K |
| ARORA ENGINEERS, LLC ARORA ENGINEERS, LLC 401(K) PLAN | CHADDS FORD, PA | Advisor / Consultant INVESTMENT ADVISOR | 169 | $15.2M | $40K |
| MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 105 | $15.1M | $36K |
| COLUMBUS MEDICAL SERVICES, LLC COLUMBUS ORGANIZATION 401(K) PLAN | BLUE BELL, PA | Other NONE | 698 | $15.1M | $27K |
| TB PHILLY, INC. TB PHILLY, INC. 401(K) PROFIT SHARING PLAN | PHOENIXVILLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 119 | $14.6M | $43K |
| MOBIQUITY, INC. MOBIQUITY 401(K) PROFIT SHARING PLAN | WALTHAM, MA | Advisor / Consultant ADVISOR | 172 | $14.0M | $29K |
| OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN, PA | Other NONE | 136 | $13.9M | $25K |
| J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. J. F. SOBIESKI MECHANICAL CONTRACTORS, INC. 401(K) PROFIT SHARING PLAN | NEWARK, DE | Advisor / Consultant INVESTMENT ADVISORY | 311 | $13.7M | $0 |
| LAFATA CONTRACT SERVICES LLC LAFATA CONTRACT SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | KING OF PRUSSIA, PA | Advisor / Consultant ADVISOR | 239 | $13.5M | $30K |
| PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT, PA | Advisor / Consultant INVESTMENT ADVISOR | 154 | $12.8M | $23K |
| COMPAS, INC. COMPAS, INC. 401(K) PROFIT SHARING PLAN | CHERRY HILL, NJ | Other NONE | 180 | $12.2M | $26K |
| DELAWARE MOTOR SALES, INC DELAWARE MOTOR GROUP 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON, DE | Advisor / Consultant CONSULTANT | 144 | $12.2M | $32K |
| COLUMBUS MEDICAL SERVICES, LLC COLUMBUS ORGANIZATION 401(K) PLAN | BLUE BELL, PA | Other NONE | 675 | $12.1M | $26K |
| OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN, PA | Other NONE | 133 | $11.6M | $20K |
| CAPANO MANAGEMENT COMPANY CAPANO MANAGEMENT COMPANY 401(K) PLAN | WILMINGTON, DE | Other N/A | 360 | $11.6M | $26K |
| PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT, PA | Advisor / Consultant INVESTMENT ADVISOR | 159 | $11.3M | $11K |
| DELAWARE MOTOR SALES, INC DELAWARE MOTOR GROUP 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON, DE | Advisor / Consultant CONSULTANT | 146 | $11.1M | $32K |
| EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE, PA | Other INVESTMENT ADV, OTHER | 210 | $11.0M | $30K |
| TB PHILLY, INC. TB PHILLY, INC. 401(K) PROFIT SHARING PLAN | PHOENIXVILLE, PA | Advisor / Consultant INVESTMENT ADVISOR | 103 | $11.0M | $44K |
| OFFICE BASICS, INC. OFFICE BASICS, INC. 401(K) PLAN | BOOTHWYN, PA | Other NONE | 132 | $10.2M | $23K |
| CAPANO MANAGEMENT COMPANY CAPANO MANAGEMENT COMPANY 401(K) PLAN | WILMINGTON, DE | Other N/A | 356 | $9.9M | $21K |
| COMPAS, INC. COMPAS, INC. 401(K) PROFIT SHARING PLAN | CHERRY HILL, NJ | Other NONE | 183 | $9.9M | $24K |
| EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE, PA | Advisor / Consultant INVESTMENT ADVISOR | 240 | $9.7M | $31K |
| DELAWARE MOTOR SALES, INC DELAWARE MOTOR GROUP 401(K) RETIREMENT SAVINGS PLAN | WILMINGTON, DE | Advisor / Consultant CONSULTANT | 145 | $9.2M | $32K |
| MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN, NJ | Advisor / Consultant INVESTMENT ADVISOR | 87 | $8.9M | $34K |
| D.G. YUENGLING & SON, INC. D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLAN | POTTSVILLE, PA | Other NONE | 61 | $8.4M | $0 |
| CAPANO MANAGEMENT COMPANY CAPANO MANAGEMENT COMPANY 401(K) PLAN | WILMINGTON, DE | Other N/A | 347 | $7.9M | $20K |
| PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 127 | $7.4M | $23K |
| DIGITAL GRAPES, LLC DIGITAL GRAPES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 228 | $7.4M | $20K |
| PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 87 | $7.2M | $18K |
| PDC MACHINES LLC PDC 401(K) AND PROFIT SHARING PLAN | WARMINSTER, PA | Other SERVICE PROVIDER | 207 | $6.6M | $28K |
| JOSEPH'S GOURMET PASTA COMPANY JOSEPH'S GOURMET PASTA COMPANY 401(K) PLAN | HAVERHILL, MA | Advisor / Consultant INVESTMENT ADVISORY | 150 | $6.6M | $21K |
| DIGITAL GRAPES, LLC DIGITAL GRAPES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR, OTHE | 231 | $6.4M | $16K |
| NEW CARBON COMPANY, LLC NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN | SOUTH BEND, IN | Advisor / Consultant INVESTMENT ADVISOR | 190 | $6.2M | $9K |
| JOSEPH'S GOURMET PASTA COMPANY JOSEPH'S GOURMET PASTA COMPANY 401(K) PLAN | HAVERHILL, MA | Advisor / Consultant INVESTMENT ADVISORY | 191 | $6.0M | $18K |
| JOSEPH'S GOURMET PASTA COMPANY JOSEPH'S GOURMET PASTA COMPANY 401(K) PLAN | HAVERHILL, MA | Advisor / Consultant INVESTMENT ADVISORY | 185 | $5.5M | $19K |
| DIGITAL GRAPES, LLC DIGITAL GRAPES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KING OF PRUSSIA, PA | Advisor / Consultant INVESTMENT ADVISOR | 249 | $5.0M | $14K |
| MOUNTAIN TEMP SERVICES, LLC MOUNTAIN TEMP SERVICES LLC 401(K) PLAN AND TRUST | ASPEN, CO | Advisor / Consultant ADVISOR | 36 | $4.9M | $5K |
| NEW CARBON COMPANY, LLC NEW CARBON COMPANY, LLC 401(K) RETIREMENT PLAN | GLEN MILLS, PA | Advisor / Consultant INVESTMENT ADVISOR | 159 | $4.6M | $8K |
| STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN | NEW CASTLE, DE | Other NONE | 159 | $4.0M | $13K |
| CHICKIES AND PETES INC CHICKIES AND PETES INC 401(K) PROFIT SHARING PLAN & TRUST | BENSALEM, PA | Advisor / Consultant ADVISOR | 656 | $3.8M | $11K |
| REILLY FOAM CORPORATION REILLY FOAM CORPORATION 401(K) SAVINGS PLAN | KING OF PRUSSIA, PA | Other NONE | 139 | $3.5M | $12K |
| STRATUS AVIATION LLC STRATUS AVIATION LLC 401(K) PLAN | NEW CASTLE, DE | Other NONE | 183 | $3.3M | $9K |
| LYNN ELECTRONICS LLC LYNN ELECTRONICS LLC 401(K) PLAN | NORTH WALES, PA | Other NONE | 69 | $2.8M | $11K |
| CHICKIES AND PETES INC CHICKIES AND PETES INC 401(K) PROFIT SHARING PLAN & TRUST | BENSALEM, PA | Advisor / Consultant ADVISOR | 551 | $2.8M | $10K |
| ELWYN NEW JERSEY ELWYN NEW JERSEY 403(B) PLAN | ELWYN, PA | Other NONE | 413 | $2.4M | $9K |
| ELWYN NEW JERSEY ELWYN NEW JERSEY 403(B) PLAN | ELWYN, PA | Other NONE | 432 | $2.1M | $9K |
| DIVERSANT, LLC DIVERSANT, LLC SALARY SAVINGS PLAN | RED BANK, NJ | Other INVESTMENT/FINANCIAL ADVI | 0 | $0 | $43K |
| ELWYN NEW JERSEY ELWYN NEW JERSEY 403(B) PLAN | ELWYN, PA | Other NONE | 0 | $0 | $852 |
| EVOLVE IP, LLC EVOLVE IP, LLC 401(K) PLAN | WAYNE, PA | Other INVESTMENT ADV, OTHER | 141 | $0 | $35K |