Capital Strategies — 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, Capital Strategies is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $384,112 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$384,112
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$384,112
Filings
6
Plan sponsors
5
Plans
6
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 Capital Strategies
SponsorStatePlansReported compensation
Clifford Chance Us LlpNY2$138,918
The Nassau Companies Of New YorkCT1$80,000
Ansys, Inc.PA1$65,000
Endeavor HealthIL1$60,000
Knauf Insulation IncIN1$40,194

State footprint

Plans reporting Capital Strategies are sponsored in NY (2), CT (1), IL (1), IN (1), PA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
The Nassau Companies Of New YorkThe Nassau Companies Of New York Employee Pension Plan2023$80,000not reported in the loaded dataset
Clifford Chance Us LlpClifford Chance Us Llp Partner Pension Plan Ii2023$69,480not reported in the loaded dataset
Clifford Chance Us LlpClifford Chance Us Llp Partner Pension Plan I2023$69,438not reported in the loaded dataset
Ansys, Inc.Ansys, Inc. Employees' Retirement Program2023$65,000not reported in the loaded dataset
Endeavor HealthEndeavor Health 401(K) Plan2023$60,000not reported in the loaded dataset
Knauf Insulation IncKnauf Retirement Plan For Union Employees2023$40,194not reported in the loaded dataset

Related Form 5500 pages