Capfinancial Partners, L — 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, L is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $247,976 and reported indirect compensation totals $24.

Reported compensation summary

Reported direct compensation
$247,976
Reported indirect compensation
$24
Total reported compensation
$248,000
Filings
7
Plan sponsors
7
Plans
7
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

Plan sponsors reporting the most compensation to Capfinancial Partners, L
SponsorStatePlansReported compensation
Firstgroup America, Inc.OH1$81,000
Foley Hoag LlpMA1$70,600
Classic Residence Mgt Lp Dba ViIL1$35,000
Carilion ClinicVA1$17,678
Lpc Services, Inc.TX1$16,250
Billows Electric Supply Company, Inc.NJ1$15,000
Tela Bio, Inc.PA1$12,472

State footprint

Plans reporting Capfinancial Partners, L are sponsored in IL (1), MA (1), NJ (1), OH (1), PA (1), TX (1), VA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Firstgroup America, Inc.First Student, Inc. Retirement Savings Plan2023$81,000not reported in the loaded dataset
Foley Hoag LlpFoley Hoag, Llp Savings And Retirement Plan2023$70,576$24
Classic Residence Mgt Lp Dba ViVi Retirement Plan2023$35,000not reported in the loaded dataset
Carilion ClinicCarilion Clinic 401(K) Retirement Savings Plan2023$17,678not reported in the loaded dataset
Lpc Services, Inc.The Lincoln Property Company 401(K) Retirement And Savings Plan2023$16,250not reported in the loaded dataset
Billows Electric Supply Company, Inc.Billows Electric Supply Company, Inc. 401(K) Profit Sharing Plan2023$15,000not reported in the loaded dataset
Tela Bio, Inc.Tela Bio, Inc. 401(K) Plan2023$12,472not reported in the loaded dataset

Related Form 5500 pages