Filings through .
Capital Mgmt Services Inc
Matched across 8 name variants in the filings
Capital Mgmt Services Inc summary
Capital Mgmt Services Inc appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $27.2B in assets for 75,598 participants. The median client plan holds $881M. Most client plans are sponsored in IL, CA and MO. The largest clients by plan assets are Latham & Watkins LLP, HNTB Holdings Ltd. and Sidley Austin LLP. Plans reported $520K in direct and indirect compensation paid to Capital Mgmt Services Inc. The median is $14K per plan.
- Participants
- 75,598
- Median plan assets
- $881M
- Median plan participants
- 2,218
- Median fees per plan
- $14K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Latham & Watkins LLP | CA | $3.6B | 8,625 |
| HNTB Holdings Ltd. | MO | $2.6B | 9,058 |
| Sidley Austin LLP | IL | $2.2B | 6,247 |
| Foley & Lardner LLP | WI | $1.7B | 3,511 |
| Gibson, Dunn & Crutcher LLP | CA | $1.7B | 4,462 |
| Orrick, Herrington & Sutcliffe LLP | WV | $1.4B | 3,184 |
| Mayer Brown LLP | IL | $1.4B | 3,498 |
| Littler Mendelson, P.C. | CA | $1.2B | 3,418 |
| Dentons US LLP | IL | $1.1B | 2,636 |
| Seyfarth Shaw LLP | IL | $1.0B | 2,960 |
| Sheppard, Mullin, Richter & Hampton LLP | CA | $1.0B | 2,587 |
| Katten Muchin Rosenman LLP | IL | $913M | 1,984 |
| Venable LLP | MD | $901M | 2,437 |
| Faegre Drinker Biddle & Reath LLP | MN | $861M | 1,933 |
| Fish & Richardson P.C. | MN | $747M | 1,453 |
| Shook, Hardy & Bacon L.L.P. | MO | $746M | 1,726 |
| Alliance for Energy Innovation, LLC | CO | $723M | 5,114 |
| Baker Donelson Bearman Caldwell & Berkowitz P.C. | TN | $722M | 1,845 |
| Polsinelli PC | MO | $587M | 1,998 |
| Haynes and Boone, LLP | TX | $424M | 1,705 |
| Day Pitney LLP | NJ | $413M | 1,097 |
| Ice Miller LLP | IN | $403M | 922 |
| Frost Brown Todd LLP, plan 001 | KY | $365M | 1,053 |
| Spencer Fane LLP | MO | $330M | 1,113 |
| Frost Brown Todd LLP, plan 005 | KY | $179M | 718 |
- Latham & Watkins LLP$3.6BCAParticipants 8,625
- HNTB Holdings Ltd.$2.6BMOParticipants 9,058
- Sidley Austin LLP$2.2BILParticipants 6,247
- Foley & Lardner LLP$1.7BWIParticipants 3,511
- CAParticipants 4,462
- WVParticipants 3,184
- Mayer Brown LLP$1.4BILParticipants 3,498
- CAParticipants 3,418
- Dentons US LLP$1.1BILParticipants 2,636
- Seyfarth Shaw LLP$1.0BILParticipants 2,960
- CAParticipants 2,587
- ILParticipants 1,984
- Venable LLP$901MMDParticipants 2,437
- MNParticipants 1,933
- MNParticipants 1,453
- MOParticipants 1,726
- COParticipants 5,114
- TNParticipants 1,845
- Polsinelli PC$587MMOParticipants 1,998
- TXParticipants 1,705
- Day Pitney LLP$413MNJParticipants 1,097
- Ice Miller LLP$403MINParticipants 922
- KYParticipants 1,053
- Spencer Fane LLP$330MMOParticipants 1,113
- KYParticipants 718
Top client states
- IL5 plans
- CA4 plans
- MO4 plans
- KY2 plans
- MN2 plans
Frequently asked questions
- Who uses Capital Mgmt Services Inc?
- 26 retirement plans list Capital Mgmt Services Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Latham & Watkins LLP, HNTB Holdings Ltd., Sidley Austin LLP, Foley & Lardner LLP and Gibson, Dunn & Crutcher LLP. Most client plans are sponsored in IL, CA and MO.
- How many plans does Capital Mgmt Services Inc serve?
- Capital Mgmt Services Inc serves 26 retirement plans with $27.2B in plan assets and 75,598 participants, based on the latest Form 5500 filings through 2024.
- What does Capital Mgmt Services Inc charge?
- Plans reported $520K in total Schedule C compensation paid to Capital Mgmt Services Inc. The median plan paid $14K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served26+8 YoYRank #676 of mapped providers
Assets under administration$27.2B0.0%Rank #628 by share of filed assets
Fees received$519,651Median $13,656/planSum across Schedule C direct + indirect
Net wins YoY+67 won - 1 lostPlan-level switch detection
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