Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Kathmere Capital Management
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, 27 retirement plans with 100 or more participants reported paying Kathmere Capital Management $5,000 or more. Those plans cover 19,668 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $113 per participant, with the middle half of plans between $65.52 and $166. 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 Pennsylvania (14), Delaware (5) and New Jersey (2).
In 2019 it appeared on 6 such filings; in 2024, 27. 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 | $65.52 | $113 | $166 |
| Compensation as a share of plan net assets | 0.15% | 0.18% | 0.26% |
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 |
|---|---|---|---|---|---|
| Club Retirement Plan | The Club Management Association of America | VA | 8,662 | $263M | $470K |
| Supplyone 401(k) Plan | Supplyone, Inc. | PA | 2,305 | $120M | $93K |
| Columbus Organization 401(k) Plan | Columbus Medical Services, LLC | PA | 1,020 | $16.5M | $43K |
| Visionary Eye Care Partners 401(k) Plan | Visionary Eye Care Partners | CT | 972 | $38.2M | $6,872 |
| Delaware Park & Affiliates 401(k) Plan | Delaware Park Management Company, LLC | DE | 950 | $42.6M | $64K |
| Verisys Corporation 401(k) Plan | Verisys Corporation | KY | 734 | $26.0M | $48K |
| J. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon Plan | J. F. Sobieski Mechanical Contractors, Inc. | DE | 480 | $15.4M | $31K |
| D.G. Yuengling & Son, Inc. 401(k) Savings and Profit-Sharing Plan | D.G. Yuengling & Son, Inc. | PA | 396 | $63.4M | $45K |
| Capano Management Company 401(k) Plan | Capano Management Company | DE | 396 | $11.6M | $26K |
| Performance Horizon, Inc. 401(k) Plan | Performance Horizon Inc. | PA | 303 | $15.4M | $28K |
| Digital Grapes, LLC 401(k) Profit Sharing Plan and Trust | Digital Grapes, LLC | PA | 299 | $7.4M | $20K |
| Elliott-Lewis Corporation 401(k) Savings Plan | Elliott-Lewis Corporation | PA | 295 | $41.4M | $67K |
| Arora Engineers, LLC 401(k) Plan | Arora Engineers, LLC | PA | 268 | $22.4M | $49K |
| Evolve Ip, LLC 401(k) Plan | Evolve Ip, LLC | PA | 233 | $0 | $35K |
| Compas, Inc. 401(k) Profit Sharing Plan | Compas, Inc. | NJ | 230 | $15.4M | $32K |
| Applied Card Systems, Inc. 401(k) Retirement/savings Plan | Applied Card Systems, Inc. | FL | 215 | $19.2M | $31K |
| Stratus Aviation LLC 401(k) Plan | Stratus Aviation LLC | DE | 204 | $4.0M | $13K |
| Office Basics, Inc. 401(k) Plan | Office Basics, Inc. | PA | 184 | $13.9M | $25K |
| Joseph's Gourmet Pasta Company 401(k) Plan | Joseph's Gourmet Pasta Company | MA | 184 | $6.6M | $21K |
| Tioga Retirement Savings Plan | Tioga Pipe Inc. | PA | 182 | $34.4M | $58K |
| Delaware Motor Group 401(k) Retirement Savings Plan | Delaware Motor Sales, Inc. | DE | 175 | $12.1M | $32K |
| Atalaya Capital Management 401(k) Plan | Atalaya Capital Management LP | NY | 171 | $30.8M | $16K |
| TB Philly, Inc. 401(k) Profit Sharing Plan | TB Philly, Inc. | PA | 167 | $18.7M | $57K |
| HSC Builders 401(k) Profit Sharing Plan | Health Sciences Construction Group, Ltd. | PA | 166 | $23.2M | $32K |
| PDC 401(k) Plan | PDC Machines LLC | PA | 164 | $7.2M | $18K |
| Rheumatic Disease Associates, Ltd. 401(k) Profit Sharing Plan | Rheumatic Disease Associates, Ltd. | PA | 164 | $16.2M | $19K |
| McLean Packaging Corporation Profit Sharing Plan | McLean Packaging Corporation | NJ | 149 | $8.9M | $34K |
Questions and answers
How many plans does Kathmere Capital Management serve?
27 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 Kathmere Capital Management?
The median plan reported $113 per participant in direct and indirect compensation (27 plans reporting an amount), or 0.18% 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) (25 plans), Investment advisory (participants) (2 plans), Consulting (general) (1 plans) and Insurance agents and brokers (1 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.