Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Assuredpartners Capital Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 39 retirement plans with 100 or more participants reported paying Assuredpartners Capital Inc. $5,000 or more. Those plans cover 20,598 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $885K. Per plan, the median was $49.83 per participant, with the middle half of plans between $27.41 and $76.56. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (10), Pennsylvania (7) and Washington (7).
In 2023 it appeared on 10 such filings; in 2024, 40. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $27.41 | $49.83 | $76.56 |
| Compensation as a share of plan net assets | 0.06% | 0.12% | 0.28% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Aegis Senior Communities, LLC 401(k) Plan | Aegis Senior Communities, LLC | WA | 3,059 | $21.4M | $21K |
| Molecular Epidemiology, Inc. 401(k) Profit Sharing Plan | Molecular Epidemiology, Inc. | WA | 1,630 | $34.0M | $40K |
| Stellantis Financial Services, Inc. 401(k) Plan | Stellantis Financial Services, Inc. | TX | 1,288 | $44.6M | $41K |
| American Seafoods Group 401(k) Plan | American Seafoods Group, LLC. | WA | 1,077 | $54.5M | $36K |
| The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates | The Cooper Group, Inc. | AL | 1,046 | $102M | $39K |
| Duolingo Retirement Trust | Duolingo, Inc. | PA | 977 | $94.4M | $12K |
| Southern Mail Service, Inc. Retirement Plan | Southern Mail Service, Inc. | TX | 914 | $11.3M | $55K |
| North Pacific Seafoods 401(k) Savings Plan | North Pacific Seafoods, Inc. | WA | 903 | $30.3M | $18K |
| MCT Group Retirement Plan | MCT Group, LLC | TN | 722 | $5.3M | $27K |
| Applied Information Sciences, Inc. Employees' 401(k) Retirement Plan | Applied Information Sciences, Inc. | VA | 682 | $100.0M | $53K |
| Ailo Logistics 401(k) Plan | Ailo Logistics | CA | 659 | $3.9M | $23K |
| Security Plus Retirement Savings Plan | Evergreen Moneysource Mortgage Company DBA Evergreen Home Loans | WA | 657 | $60.9M | $36K |
| Davis Mail Services, Inc. Retirement Plan | Davis Mail Services, Inc. | FL | 519 | $2.5M | $14K |
| Sodrel Truck Lines, Inc. 401(k) Profit Sharing Plan | Sodrel Truck Lines, Inc. | IN | 514 | $16.0M | $43K |
| New Tech Engineering LP 401(k) Plan | New Tech Engineering LP | TX | 439 | $20.0M | $24K |
| Noah Medical 401(k) Plan | Noah Medical Corporation | CA | 390 | $11.0M | $23K |
| Clay Ingels Co., LLC Retirement Savings Plan | Clay Ingels Co., LLC | KY | 367 | $14.3M | $18K |
| McRae's U.S. Mail Service, Inc. 401(k) Plan | McRae's U.S. Mail Service, Inc. | WI | 364 | $4.2M | $18K |
| Helion Energy Retirement Trust | Helion Energy, Inc. | WA | 310 | $7.9M | $6,014 |
| Presbyterian School 403(b) Plan | Presbyterian School | TX | 289 | $22.3M | $16K |
| Hall Industries, Inc. 401(k) Retirement Plan | Hall Industries, Inc. | PA | 258 | $13.6M | $39K |
| Oec Graphics, Inc. Retirement Plan | Oec Graphics, Inc. | WI | 256 | $31.9M | $60K |
| Corporate Care 401(k) Plan | Corporate Care Central Payroll Services, LLC | TX | 256 | $8.9M | $7,022 |
| Alimak Group USA, Inc. 401(k) Profit Sharing Plan | Alimak Group USA Inc. | TX | 252 | $20.5M | $6,733 |
| ABC Home and Commercial Services 401(k) Profit Sharing Plan | ABC Pest Control of Houston, Inc. | TX | 244 | $4.9M | $6,913 |
| Lakeside Country Club 401(k) Plan | Lakeside Country Club | TX | 244 | $6.0M | $18K |
| Ifc Services 401(k) Profit Sharing Plan | Ifc Services, Inc. | PA | 234 | $7.1M | $1,050 |
| Patterson & Sheridan, LLP Profit Sharing 401(k) Plan | Patterson & Sheridan, LLP | TX | 232 | $53.7M | $15K |
| MD2 International, LLC Retirement Trust | MD2 International, LLC | WA | 202 | $33.8M | $44K |
| C. Blackburn Inc. Retirement Plan | C. Blackburn Inc. | NY | 197 | $6.1M | $30K |
| Beacon Retirement Savings Plan | Beacon Property Management,llc. | KY | 195 | $6.4M | $6,131 |
| Hopeful Journeys Educational Center, Inc. 401(k) Profit Sharing Plan | Hopeful Journeys Educational Center, Inc. | MA | 174 | $6.1M | $982 |
| W&L Mail Service, Inc. Retirement Plan | W&L Mail Service, Inc. | VA | 173 | $1.9M | $12K |
| Dawood Engineering Inc. 401(k) Plan | Dawood Engineering Inc. | PA | 169 | $12.8M | $3,081 |
| Roth Trucking, Inc. 401(k) Retirement Plan | Roth Trucking, Inc. | MI | 162 | $3.3M | $15K |
| James Craft & Son, Inc. 401(k) Retirement Plan | James Craft & Son, Inc. | PA | 157 | $18.4M | $7,855 |
| Weleski Transfer, Inc. 401(k) Profit Sharing Plan | Weleski Transfer, Inc. | PA | 136 | $7.5M | $12K |
| Hamill Manufacturing Company 401(k) Profit Sharing Plan | Hamill Manufacturing Company | PA | 136 | $19.2M | $25K |
| GH III Management, LLC Salary Deferral Plan | GH III Management, LLC | TX | 115 | $7.5M | $13K |
Questions and answers
How many plans does Assuredpartners Capital Inc. serve?
39 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Assuredpartners Capital Inc.?
The median plan reported $49.83 per participant in direct and indirect compensation (39 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (28 plans), Other services (3 plans), Investment advisory (participants) (3 plans) and Recordkeeping and information management (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.