Captrust Financial Advisors — 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, Captrust Financial Advisors is reported as a service provider on 74 loaded Form 5500 filing(s) across 66 plan sponsor(s) and 74 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,129,667 and reported indirect compensation totals $248,527.
Reported compensation summary
- Reported direct compensation
- $4,129,667
- Reported indirect compensation
- $248,527
- Total reported compensation
- $4,378,194
- Filings
- 74
- Plan sponsors
- 66
- Plans
- 74
- 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 |
|---|---|---|---|
| Logan Aluminum Inc. | KY | 1 | $292,878 |
| Novelis Corporation | GA | 4 | $272,968 |
| Baptist Healthcare System, Inc. | KY | 2 | $172,275 |
| Aaaa Retire. Fund For Mem. Agencies | NC | 1 | $128,527 |
| Piedmont Health Services, Inc | NC | 1 | $126,226 |
| Enhance Therapies | NJ | 1 | $123,909 |
| Allan Myers, Inc. | PA | 2 | $123,435 |
| The Methodist Hospitals, Inc. | IN | 1 | $120,000 |
| Plains All American Gp LLC | TX | 1 | $119,628 |
| Rush Enterprises, Inc. | TX | 1 | $110,869 |
State footprint
Plans reporting Captrust Financial Advisors are sponsored in MI (9), NC (8), PA (7), TX (5), NJ (5), GA (5), CA (4), OH (4), IL (3), MA (3), KY (3), FL (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Logan Aluminum Inc. | Logan Aluminum Pension Plan | 2023 | $292,878 | $0 |
| Aaaa Retire. Fund For Mem. Agencies | 103-12-Ie | 2023 | $0 | $128,527 |
| Piedmont Health Services, Inc | Piedmont Health Services, Inc Retirement Plan | 2023 | $126,226 | not reported in the loaded dataset |
| Novelis Corporation | Novelis Pension Plan | 2023 | $124,495 | $0 |
| Enhance Therapies | Enhance Therapies 401(K) Plan | 2023 | $123,909 | not reported in the loaded dataset |
| The Methodist Hospitals, Inc. | The Methodist Hospitals, Inc. 401(K) Savings Plan | 2023 | $0 | $120,000 |
| Plains All American Gp LLC | Plains All American 401(K) Plan | 2023 | $119,628 | not reported in the loaded dataset |
| Rush Enterprises, Inc. | Rush Enterprises, Inc. Employee 401(K) Plan | 2023 | $110,869 | not reported in the loaded dataset |
| Laboratory Corporation Of America Holdings | Laboratory Corporation Of America Holdings Cash Balance Retirement Plan | 2023 | $108,938 | not reported in the loaded dataset |
| Baptist Healthcare System, Inc. | Baptist Health Thrift Plan | 2023 | $103,657 | not reported in the loaded dataset |
| Nations Roof LLC | Nations Roof, LLC 401(K) Plan | 2023 | $95,527 | not reported in the loaded dataset |
| Syneos Health | Syneos Health Savings And Retirement Plan | 2023 | $93,750 | not reported in the loaded dataset |
| Cengage Learning, Inc. | The Cengage Learning, Inc. 401(K) Savings Plan | 2023 | $90,000 | not reported in the loaded dataset |
| Noble Services Company LLC | Noble Services Company LLC Employees' Retirement Trust | 2023 | $86,480 | not reported in the loaded dataset |
| Latham & Watkins Llp | Latham & Watkins Cash Balance Plan | 2023 | $85,000 | not reported in the loaded dataset |
| Chicago Mercantile Exchange, Inc. | Chicago Mercantile Exchange, Inc. 401(K) Savings Plan | 2023 | $85,000 | not reported in the loaded dataset |
| Taylor Corporation | Taylor Corporation 401(K) Plan | 2023 | $85,000 | not reported in the loaded dataset |
| Owens & Minor, Inc. | Owens & Minor 401(K) Savings And Retirement Plan | 2023 | $84,754 | not reported in the loaded dataset |
| Board Of Trustees Of The Building Service 32bj Supplemental | Building Service 32bj Supplemental Retirement Savings Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Carolina Neurosurgery & Spine Associates Pa | Carolina Neurosurgery & Spine Associates, Pa Employees Savings Plan | 2023 | $77,696 | not reported in the loaded dataset |
| The Circle K Retirement Plan | Circle K Retirement Plan | 2023 | $75,754 | not reported in the loaded dataset |
| Sunkist Retirement Board | Sunkist Retirement Plan - A | 2023 | $72,000 | not reported in the loaded dataset |
| Novelis Corporation | Novelis Terre Haute Hourly Pension Plan | 2023 | $71,014 | $0 |
| Boart Longyear Company | Boart Longyear Company 401(K) Savings Plan | 2023 | $70,000 | not reported in the loaded dataset |
| American Dental Association | Ada Employees' Retirement Plan | 2023 | $69,851 | not reported in the loaded dataset |
| Cardone Industries, Inc. | Cardone Industries, Inc. Union Employees' Pension Plan | 2023 | $68,916 | not reported in the loaded dataset |
| Baptist Healthcare System, Inc. | Baptist Health 401(K) Plan | 2023 | $68,618 | not reported in the loaded dataset |
| Datascope Corp. | Getinge Group 401(K) Retirement Plan | 2023 | $68,000 | not reported in the loaded dataset |
| Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti | Ibew Afl-Cio Local Union 743 Neca Penn-Del-Jersey Chapter Reading Division Retirement Plan | 2023 | $66,413 | not reported in the loaded dataset |
| Allan Myers, Inc. | Allan Myers Salaried 401(K) Retirement Plan | 2023 | $65,468 | not reported in the loaded dataset |
| The Conway National Bank | The Conway National Bank Profit-Sharing And Savings Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Jordans Furniture, Inc. | Jordan'S Furniture Company 401k Savings Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Provident Bank | Provident Bank Pension Plan | 2023 | $63,765 | not reported in the loaded dataset |
| Rpc, Inc. | Rpc 401(K) Plan | 2023 | $60,551 | not reported in the loaded dataset |
| Allan Myers, Inc. | Allan Myers Hourly Retirement Plan | 2023 | $57,967 | not reported in the loaded dataset |
| Brown Winick Law Firm | Brown, Winick, Graves, Gross And Baskerville, P.L.C. 401(K) Plan | 2023 | $57,500 | not reported in the loaded dataset |
| Partners Enterprise Capital Holdings LLC | Partners Enterprise Capital Holdings LLC 401(K) Savings Plan | 2023 | $52,500 | not reported in the loaded dataset |
| Virginia Tile Company, LLC | Virginia Tile Company 401(K) Plan | 2023 | $52,020 | not reported in the loaded dataset |
| Plumbers And Pipefitters Annuity Fund Local No. 520 | Plumbers And Pipefitters Local Union 520 Annuity Plan | 2023 | $52,000 | not reported in the loaded dataset |
| Greater Akron Chamber Of Commerce | Greater Akron Chamber Of Commerce Multiple Employer 401(K) Plan | 2023 | $49,016 | not reported in the loaded dataset |
| Urology San Antonio, P.A. | Urology San Antonio, P.A. 401(K) Profit Sharing Plan | 2023 | $48,125 | not reported in the loaded dataset |
| Trustees Of Ibew No 743 Health And Welfare Plan | Ibew No 743 Health And Welfare Plan | 2023 | $47,346 | not reported in the loaded dataset |
| Novelis Corporation | Novelis Fairmont Hourly Pension Plan | 2023 | $43,473 | $0 |
| Jeo, Inc. | Jeo, Inc. 401(K) Profit Sharing Plan | 2023 | $41,328 | not reported in the loaded dataset |
| Knpc Holdco LLC Dba Second Nature Brands | Second Nature Brands Employee Savings Plan | 2023 | $41,004 | not reported in the loaded dataset |
| Americhem, Inc. | Americhem, Inc. Employee Retirement Savings Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Bhi Energy Services LLC | Bhi Energy 401(K) And Profit Sharing Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Marsh Automotive Group | Marsh Automotive Group 401(K) Plan & Trust | 2023 | $37,355 | not reported in the loaded dataset |
| Us Conec Ltd. | Us Conec Investment Plan | 2023 | $34,597 | not reported in the loaded dataset |
| Dfm Investment, Co. | Dfm Employees Retirement & 401(K) Plan | 2023 | $34,569 | not reported in the loaded dataset |
Related Form 5500 pages
- Logan Aluminum Pension Plan (plan 002)
- Logan Aluminum Inc. — all reported plans
- 103-12-Ie (plan 001)
- Aaaa Retire. Fund For Mem. Agencies — all reported plans
- Piedmont Health Services, Inc Retirement Plan (plan 001)
- Piedmont Health Services, Inc — all reported plans
- Novelis Pension Plan (plan 001)
- Novelis Corporation — all reported plans
- Enhance Therapies 401(K) Plan (plan 001)
- Enhance Therapies — all reported plans
- The Methodist Hospitals, Inc. 401(K) Savings Plan (plan 002)
- The Methodist Hospitals, Inc. — all reported plans
- Plains All American 401(K) Plan (plan 001)
- Plains All American Gp LLC — all reported plans
- Rush Enterprises, Inc. Employee 401(K) Plan (plan 001)
- Rush Enterprises, Inc. — all reported plans
- Laboratory Corporation Of America Holdings Cash Balance Retirement Plan (plan 002)
- Laboratory Corporation Of America Holdings — all reported plans
- Baptist Health Thrift Plan (plan 003)
- Baptist Healthcare System, Inc. — all reported plans
- Nations Roof, LLC 401(K) Plan (plan 001)
- Nations Roof LLC — all reported plans
- Syneos Health Savings And Retirement Plan (plan 001)
- Syneos Health — all reported plans
- The Cengage Learning, Inc. 401(K) Savings Plan (plan 001)
- Cengage Learning, Inc. — all reported plans
- Noble Services Company LLC Employees' Retirement Trust (plan 006)
- Noble Services Company LLC — all reported plans
- Latham & Watkins Cash Balance Plan (plan 046)
- Latham & Watkins Llp — all reported plans
- Chicago Mercantile Exchange, Inc. 401(K) Savings Plan (plan 002)
- Chicago Mercantile Exchange, Inc. — all reported plans
- Taylor Corporation 401(K) Plan (plan 002)
- Taylor Corporation — all reported plans
- Owens & Minor 401(K) Savings And Retirement Plan (plan 002)
- Owens & Minor, Inc. — all reported plans
- Building Service 32bj Supplemental Retirement Savings Plan (plan 001)
- Board Of Trustees Of The Building Service 32bj Supplemental — all reported plans
- Carolina Neurosurgery & Spine Associates, Pa Employees Savings Plan (plan 003)
- Carolina Neurosurgery & Spine Associates Pa — all reported plans
- Circle K Retirement Plan (plan 001)
- The Circle K Retirement Plan — all reported plans
- Sunkist Retirement Plan - A (plan 333)
- Sunkist Retirement Board — all reported plans
- Novelis Terre Haute Hourly Pension Plan (plan 042)
- Boart Longyear Company 401(K) Savings Plan (plan 005)
- Boart Longyear Company — all reported plans
- Ada Employees' Retirement Plan (plan 001)
- American Dental Association — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources