Capfinancial Partners — 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 Partners is reported as a service provider on 63 loaded Form 5500 filing(s) across 61 plan sponsor(s) and 62 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,141,174 and reported indirect compensation totals $310,168.
Reported compensation summary
- Reported direct compensation
- $3,141,174
- Reported indirect compensation
- $310,168
- Total reported compensation
- $3,451,342
- Filings
- 63
- Plan sponsors
- 61
- Plans
- 62
- 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 |
|---|---|---|---|
| The Buckle, Inc. | NE | 1 | $274,734 |
| Royal Cup, Inc. | AL | 1 | $133,251 |
| Chenmed, LLC | FL | 1 | $111,249 |
| American Cast Iron Pipe Company | AL | 2 | $107,212 |
| Carilion Clinic | VA | 1 | $96,382 |
| Chevron Corporation | CA | 1 | $95,000 |
| Avantor, Inc. | PA | 1 | $89,912 |
| Varsity Brands, LLC | TX | 1 | $86,253 |
| Fennemore Craig P.C. | AZ | 1 | $81,611 |
| Sba Communications Corporation | FL | 1 | $81,366 |
State footprint
Plans reporting Capfinancial Partners are sponsored in VA (7), AL (6), MA (6), NY (6), MI (4), NC (4), OH (4), CT (4), AZ (4), FL (3), TX (3), CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Buckle, Inc. | Buckle 401(K) Plan | 2023 | $137,367 | $137,367 |
| Royal Cup, Inc. | Royal Cup, Inc. 401(K) Retirement Plan | 2023 | $133,251 | not reported in the loaded dataset |
| Chenmed, LLC | Chenmed, LLC 401(K) Plan | 2023 | $14,600 | $96,649 |
| American Cast Iron Pipe Company | Acipco 401(K) Plan | 2023 | $100,220 | not reported in the loaded dataset |
| Carilion Clinic | Carilion Clinic 403(B) Retirement Savings Plan | 2023 | $96,382 | not reported in the loaded dataset |
| Chevron Corporation | Chevron Employee Savings Investment Plan | 2023 | $95,000 | not reported in the loaded dataset |
| Avantor, Inc. | Avantor Retirement Savings 401(K) Plan And Trust | 2023 | $89,912 | not reported in the loaded dataset |
| Varsity Brands, LLC | Varsity Brands, LLC 401(K) Profit Sharing Plan | 2023 | $86,253 | not reported in the loaded dataset |
| Fennemore Craig P.C. | Fennemore Craig Retirement Plan For Directors And Staff | 2023 | $77,258 | $4,353 |
| Sba Communications Corporation | Sba Network Services, LLC 401(K) Profit Sharing Plan | 2023 | $81,366 | not reported in the loaded dataset |
| Heywood Hospital | Heywood Hospital Employee Retirement Savings Plan | 2023 | $81,250 | not reported in the loaded dataset |
| Tindall Corporation | Tindall Savings And Profit Sharing Plan | 2023 | $79,967 | $33 |
| Tidewater Transit Company, Inc. | Harvey Companies Profit Sharing Plan | 2023 | $79,584 | not reported in the loaded dataset |
| Balance Technology, Inc. | Balance Technology, Inc. 401(K) Plan | 2023 | $77,376 | not reported in the loaded dataset |
| Xylem Inc. | Xylem Pension Plan For U.S. Hourly Employees | 2023 | $75,000 | not reported in the loaded dataset |
| Moran Foods, LLC | Save A Lot 401(K) Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Hometrust Bancshares, Inc. | Hometrust Bank Ksop Plan | 2023 | $1,554 | $71,750 |
| Hampden-Sydney College | Hampden-Sydney College Defined Contribution Retirement Plan | 2023 | $70,633 | not reported in the loaded dataset |
| Germania Farm Mutual Insurance Association | Germania Companies Employees Defined Benefit Pension Plan | 2023 | $67,500 | not reported in the loaded dataset |
| The Mitre Corporation | The Mitre Corporation Tax Sheltered Annuity Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Townebank | Townebank Stock And Savings Plan | 2023 | $64,018 | not reported in the loaded dataset |
| Swca, Incorporated | Swca, Inc. 401(K) Plan | 2023 | $62,707 | not reported in the loaded dataset |
| Tiffany And Company | Tiffany And Company Pension Plan | 2023 | $62,416 | not reported in the loaded dataset |
| Arag North America, Inc. | Arag North America, Inc. Savings And Investment Plan | 2023 | $61,420 | not reported in the loaded dataset |
| Concrete Supply Company, LLC | Concrete Supply Company Savings Plan | 2023 | $59,216 | not reported in the loaded dataset |
| Rotella'S Italian Bakery, Inc. | Rotella'S Italian Bakery, Inc. Profit Sharing 401(K) Plan | 2023 | $57,697 | not reported in the loaded dataset |
| New York City Ballet, Inc | New York City Ballet, Inc 403(B) Plan | 2023 | $55,306 | not reported in the loaded dataset |
| White Plains Hospital Center C/O Human Resource Committee | Retirement Plan For Employees Of White Plains Hospital Medical Center | 2023 | $55,000 | not reported in the loaded dataset |
| Ewing Irrigation Products, Inc. | Ewing Irrigation Products, Inc. Profit Sharing Plan | 2023 | $51,899 | not reported in the loaded dataset |
| Yale-New Haven Hospital, Inc. | Yale-New Haven Hospital And Tax Exempt Affiliates Tax Sheltered Annuity Plan | 2023 | $51,783 | not reported in the loaded dataset |
| O'Neal Steel, LLC. | Oneal Steel Consolidated Pension Plan For Salaried, Hourly And Union Employees | 2023 | $50,970 | not reported in the loaded dataset |
| Lawrence & Memorial Hospital | Lawrence & Memorial Hospital 401(K) Plan | 2023 | $50,676 | $0 |
| Ebsco Industries, Inc. | Ebsco Savings And Profit Sharing Plan | 2023 | $50,000 | not reported in the loaded dataset |
| K-Va-T-Food Stores, Inc. | K-Va-T 401(K) Plan | 2023 | $48,688 | not reported in the loaded dataset |
| Map Communications Holdings, Inc. | Map Communications Holdings, Inc. 401(K) Employees' Stock Ownership Plan | 2023 | $46,046 | $0 |
| The Rabbi Harry H. Epstein School, Inc. | The Epstein School Retirement Plan | 2023 | $45,528 | not reported in the loaded dataset |
| Momentive Performance Materials | Momentive Technologies Savings Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Web Industries, Inc. | Web Industries, Inc. 401(K) Plan | 2023 | $44,816 | not reported in the loaded dataset |
| Automated Conveyor Systems, Inc. | Automated Conveyor Systems, Inc. Profit Sharing Plan | 2023 | $44,811 | not reported in the loaded dataset |
| My Community Dental Centers, Inc. | My Community Dental Centers, Inc. 403(B) Plan | 2023 | $44,103 | $13 |
| Connecticut College | Connecticut College Defined Contribution And Tda Retirement Plan | 2023 | $43,076 | not reported in the loaded dataset |
| Honor Credit Union | Honor Credit Union 401(K) Plan | 2023 | $41,738 | not reported in the loaded dataset |
| Danone North America Public Benefit Corporation | Retirement Income Plan For The Employees Of Dannon | 2023 | $39,750 | not reported in the loaded dataset |
| Oak Crest Village, Inc. | Erickson Community 401(K) Plan | 2023 | $37,303 | not reported in the loaded dataset |
| Greenpath, Inc. | Greenpath, Inc. 403(B) Retirement Plan | 2023 | $33,750 | not reported in the loaded dataset |
| Bettcher Industries, Inc. | Bettcher Industries, Inc. 401(K) Retirement Savings Plan | 2023 | $32,721 | not reported in the loaded dataset |
| Dana-Farber Cancer Institute, Inc. | Dana-Farber Cancer Institute Retirement Plan | 2023 | $32,500 | not reported in the loaded dataset |
| Greyhound Lines, Inc. | Greyhound Lines, Inc. Retirement Savings Plan | 2023 | $30,250 | not reported in the loaded dataset |
| The George Washington University | The George Washington University Retirement Plan For Faculty And Staff | 2023 | $21,708 | not reported in the loaded dataset |
| Rogers Foam Corporation | Rogers Foam Corporation 401(K)/Profit Sharing Plan | 2023 | $19,697 | not reported in the loaded dataset |
Related Form 5500 pages
- Buckle 401(K) Plan (plan 001)
- The Buckle, Inc. — all reported plans
- Royal Cup, Inc. 401(K) Retirement Plan (plan 001)
- Royal Cup, Inc. — all reported plans
- Chenmed, LLC 401(K) Plan (plan 001)
- Chenmed, LLC — all reported plans
- Acipco 401(K) Plan (plan 002)
- American Cast Iron Pipe Company — all reported plans
- Carilion Clinic 403(B) Retirement Savings Plan (plan 002)
- Carilion Clinic — all reported plans
- Chevron Employee Savings Investment Plan (plan 001)
- Chevron Corporation — all reported plans
- Avantor Retirement Savings 401(K) Plan And Trust (plan 002)
- Avantor, Inc. — all reported plans
- Varsity Brands, LLC 401(K) Profit Sharing Plan (plan 002)
- Varsity Brands, LLC — all reported plans
- Fennemore Craig Retirement Plan For Directors And Staff (plan 001)
- Fennemore Craig P.C. — all reported plans
- Sba Network Services, LLC 401(K) Profit Sharing Plan (plan 002)
- Sba Communications Corporation — all reported plans
- Heywood Hospital Employee Retirement Savings Plan (plan 002)
- Heywood Hospital — all reported plans
- Tindall Savings And Profit Sharing Plan (plan 002)
- Tindall Corporation — all reported plans
- Harvey Companies Profit Sharing Plan (plan 002)
- Tidewater Transit Company, Inc. — all reported plans
- Balance Technology, Inc. 401(K) Plan (plan 001)
- Balance Technology, Inc. — all reported plans
- Xylem Pension Plan For U.S. Hourly Employees (plan 053)
- Xylem Inc. — all reported plans
- Save A Lot 401(K) Plan (plan 018)
- Moran Foods, LLC — all reported plans
- Hometrust Bank Ksop Plan (plan 002)
- Hometrust Bancshares, Inc. — all reported plans
- Hampden-Sydney College Defined Contribution Retirement Plan (plan 001)
- Hampden-Sydney College — all reported plans
- Germania Companies Employees Defined Benefit Pension Plan (plan 001)
- Germania Farm Mutual Insurance Association — all reported plans
- The Mitre Corporation Tax Sheltered Annuity Plan (plan 001)
- The Mitre Corporation — all reported plans
- Townebank Stock And Savings Plan (plan 001)
- Townebank — all reported plans
- Swca, Inc. 401(K) Plan (plan 001)
- Swca, Incorporated — all reported plans
- Tiffany And Company Pension Plan (plan 001)
- Tiffany And Company — all reported plans
- Arag North America, Inc. Savings And Investment Plan (plan 001)
- Arag North America, Inc. — all reported plans
- Concrete Supply Company Savings Plan (plan 003)
- Concrete Supply Company, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources