Capfinancial — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capfinancial is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $129,953 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $129,953
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $129,953
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Amentum Nuclear & Environment Holdings, Inc | VA | 1 | $76,800 |
| Ohio Education Association | OH | 1 | $46,466 |
| Merz, Incorporated | NC | 1 | $6,687 |
State footprint
Plans reporting Capfinancial are sponsored in NC (1), OH (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Amentum Nuclear & Environment Holdings, Inc | Urs Federal Services, Inc. Employees Retirement Plan | 2023 | $76,800 | not reported in the loaded dataset |
| Ohio Education Association | Ohio Education Association Group Benefit Plan | 2023 | $46,466 | not reported in the loaded dataset |
| Merz, Incorporated | Merz North America 401(K) Plan | 2023 | $6,687 | not reported in the loaded dataset |
Related Form 5500 pages
- Urs Federal Services, Inc. Employees Retirement Plan (plan 003)
- Amentum Nuclear & Environment Holdings, Inc — all reported plans
- Ohio Education Association Group Benefit Plan (plan 510)
- Ohio Education Association — all reported plans
- Merz North America 401(K) Plan (plan 003)
- Merz, Incorporated — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources