Filings through .
Capital Asset Advisory Services LLC
Matched across 21 name variants in the filings
Capital Asset Advisory Services LLC summary
Capital Asset Advisory Services LLC appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.2B in assets for 190,776 participants. The median client plan holds $35.2M. Most client plans are sponsored in MI, NC and NY. The largest clients by plan assets are Theatrical Teamsters Local 817 Pension Fund, Principal Life Insurance Company and Trustees of the Local 734 Pension Fund. Plans reported $949K in direct and indirect compensation paid to Capital Asset Advisory Services LLC. The median is $28K per plan.
- Participants
- 190,776
- Median plan assets
- $35.2M
- Median plan participants
- 420
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 21 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Theatrical Teamsters Local 817 Pension Fund | NY | $832M | 1,766 |
| Principal Life Insurance Company | IA | $651M | 163,954 |
| Trustees of the Local 734 Pension Fund | IL | $192M | 3,357 |
| Board of Trustees Local 338 Annuity Fund | NY | $74.8M | 14,032 |
| Aspire Rural Health System | MI | $55.7M | 1,490 |
| Converse University | SC | $49.8M | 420 |
| Warren Wilson College, Inc. | NC | $44.7M | 643 |
| Fulton County Health Center, plan 004 | OH | $42.0M | 704 |
| Fulton County Health Center, plan 005 | OH | $40.1M | 1,053 |
| Michigan Health and Hospital Association | MI | $38.6M | 122 |
| Compass Healthcare PLC | MI | $35.2M | 359 |
| Rocky Vista University, LLC | CO | $33.5M | 584 |
| Pfeiffer University | NC | $33.4M | 432 |
| William Peace University | NC | $25.7M | 325 |
| Pentegra Services, Inc. | CT | $16.0M | 127 |
| BWT LLC | SC | $15.0M | 374 |
| Wireway Husky Corporation | NC | $11.7M | 172 |
| Inter-Tribal Council of Michigan, Inc. | MI | $8.4M | 134 |
| L&D Electric, Inc. D/B/a Consolidated Electrical Contractors, Inc. | MI | $6.5M | 175 |
| Fibrix, LLC | NC | $3.9M | 329 |
| Green Peak Industries, Inc. | MI | $2.7M | 224 |
- NYParticipants 1,766
- IAParticipants 163,954
- ILParticipants 3,357
- NYParticipants 14,032
- MIParticipants 1,490
- Converse University$49.8MSCParticipants 420
- NCParticipants 643
- OHParticipants 704
- OHParticipants 1,053
- MIParticipants 122
- Compass Healthcare PLC$35.2MMIParticipants 359
- COParticipants 584
- Pfeiffer University$33.4MNCParticipants 432
- William Peace University$25.7MNCParticipants 325
- Pentegra Services, Inc.$16.0MCTParticipants 127
- BWT LLC$15.0MSCParticipants 374
- NCParticipants 172
- MIParticipants 134
- MIParticipants 175
- Fibrix, LLC$3.9MNCParticipants 329
- MIParticipants 224
Top client states
- MI6 plans
- NC5 plans
- NY2 plans
- OH2 plans
- SC2 plans
Frequently asked questions
- Who uses Capital Asset Advisory Services LLC?
- 21 retirement plans list Capital Asset Advisory Services LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Theatrical Teamsters Local 817 Pension Fund, Principal Life Insurance Company, Trustees of the Local 734 Pension Fund, Board of Trustees Local 338 Annuity Fund and Aspire Rural Health System. Most client plans are sponsored in MI, NC and NY.
- How many plans does Capital Asset Advisory Services LLC serve?
- Capital Asset Advisory Services LLC serves 21 retirement plans with $2.2B in plan assets and 190,776 participants, based on the latest Form 5500 filings through 2024.
- What does Capital Asset Advisory Services LLC charge?
- Plans reported $949K in total Schedule C compensation paid to Capital Asset Advisory Services LLC. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets