Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Strategic Capital Investment Adviso
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, 49 retirement plans with 100 or more participants reported paying Strategic Capital Investment Adviso $5,000 or more. Those plans cover 183,332 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.6M. Per plan, the median was $26.12 per participant, with the middle half of plans between $12.36 and $50.98. 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 Illinois (27), Wisconsin (5) and Michigan (4).
In 2009 it appeared on 30 such filings; in 2024, 49. 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 | $12.36 | $26.12 | $50.98 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.06% |
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 |
|---|---|---|---|---|---|
| SEIU Local 1 & Participating Employers Pension Trust | Trustees of SEIU Local 1 & Participating Employers Pension Trust | IL | 23,447 | $773M | $105K |
| Automobile Mechanics' Local No. 701 Pension Fund | Trustees of Automobile Mechanics' Local No. 701 Pension Fund | IL | 14,856 | $1.23B | $153K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $182K |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla | Trustees of Pipe Fitters Association Local 597 | IL | 11,439 | $2.49B | $47K |
| IUOE Local 399 Participating Employers Deferred Compensation Employee Savings Plan | Board of Trustees IUOE Local 399 Deferred Compensation Savings Plan | IL | 7,098 | $346M | $69K |
| Teamsters Local Union No. 727 Pension Plan | Board of Trustees of Teamsters Local Union No. 727 Pension Plan | IL | 6,526 | $606M | $100K |
| Electrical Construction Industry Annuity Plan | Electrical Construction Industry Annuity Plan Board of Trustees | WI | 5,280 | $403M | $36K |
| Administrative District Council 1 Pension Fund | Board of Trustees of Administrative District Council 1 Pension Fund | IL | 5,273 | $543M | $134K |
| U.F.C.W. District Union Local Two & Employers Pension Fund | Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund | FL | 5,241 | $192M | $103K |
| Bricklayers and Stone Masons of Illinois DC NO.1, B.A.C. Annuity Fund | Trustees of Bricklayers and Stone Masons Il DC No. 1 B.A.C. Annuity Fu | IL | 5,019 | $288M | $117K |
| Electrical Construction Industry Pension Plan | Electrical Construction Industry Pension Plan Board of Trustees | WI | 4,993 | $651M | $67K |
| Orange County Ibew-Neca Electrical Workers Defined Contribution Pension Plan | Board of Trustees, Orange County Ibew-Neca Electrical | CA | 4,741 | $335M | $48K |
| Chicago Area Ib of T Severance and Retirement Plan | Board of Trustees Chicago Area Ibt Severance and Retirement Trust Fund | IL | 4,735 | $54.8M | $30K |
| Structural Iron Workers Local #1 Annuity Plan | Board of Trustees of Structural Iw Local #1 Annuity Plan | IL | 4,555 | $444M | $33K |
| Plumbers & Pipefitters Local Unions 502 & 633 Pens | Joint Board of Trustees Plumbers & Pipefitters Local Unions | MI | 4,427 | $610M | $119K |
| Mechanics Local No. 701 Defined Contribution 401(K | BD of Trustees Automobile Mechanics Local No 701 Defined Contribution | IL | 4,321 | $82.8M | $23K |
| Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan | Plumbers, Pipefitters & Mechanical Equipment Service Local Union 392 | OH | 3,568 | $380M | $120K |
| Shopmen's Iron Workers Retirement Fund of Southern California | JT Board of Trustees, Shopmen's Iron Workers Retirement Fund | CA | 3,385 | $89.3M | $56K |
| Structural Iw Local #1 Pension Plan | BD of Trustees-Structural Iw #1 Pension Plan | IL | 3,189 | $663M | $116K |
| Painters District Council No. 30 Pension Fund | Board of Trustees Painters District Coun No. 30 Pension Fund | IL | 3,081 | $460M | $68K |
| Local Union 212 IBEW Pension Trust Fund | Local Union No 212 IBEW Pension | OH | 3,003 | $307M | $92K |
| Rite-Hite Retirement Savings Plan | Rite-Hite Holding Corporation | WI | 2,851 | $494M | $45K |
| Studio Mechanics Local 476 Annuity Plan | Board of Trustees Studio Mechanics Local 476 Annuity Fund | IL | 2,721 | $41.1M | $12K |
| Soft Drink Industry Pension Fund | Trustees of Soft Drink Industry Pension Fund | IL | 2,680 | $107M | $70K |
| Chicago Area Ib of T Pension Trust Fund | Board of Trustees of Chicago Area Ib of T Pension Trust Fund | IL | 2,586 | $372M | $100K |
| Fox Valley & Vicinity Construction Workers Pension Fund | Trustees of the Fox Valley Const Workers Pension | IL | 2,515 | $336M | $217K |
| Ctdu - Pension Fund | Ctdu - Pension Fund | IL | 2,305 | $29.8M | $40K |
| Painters District Council No. 30 Finishing Industries Retirement Savings Fund | Board of Trustees Painters District Coun Finishing Industries Retireme | IL | 1,839 | $25.7M | $9,000 |
| IBEW Local 150 Pension Plan | Trustees Under IBEW Local 150 Pension Fund | KY | 1,761 | $272M | $71K |
| International Assoc of Heat and Frost Insulators Local 17 Pension Fund | Trustees of Intl Assoc. of Heat and Frost Insul Local 17 Pension Fund | IL | 1,719 | $338M | $95K |
| Studio Mechanics Local 476 IATSE Retirement Plan | Board of Trustees Studio Mechanics Local 476 IATSE Retiremen | IL | 1,674 | $102M | $29K |
| Plumbers and Pipefitters Local Union No 333 Pension Fund | Joint Board Plumbers & Pipefitters Local Union No. 333 Pension | MI | 1,532 | $300M | $78K |
| Plumbers 75 401(k) Profit Sharing Plan | Board of Trustees of the Plumbers 75 401(k) Plan | WI | 1,508 | $66.2M | $50K |
| International Association of Heat and Frost Insulators Local 17 Annuity Fund | Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity FD | IL | 1,435 | $216M | $54K |
| IBEW Local 150 Supplemental Pension Fund | Trustees Under IBEW 150 Supplemental Pension Fund | KY | 1,372 | $310M | $50K |
| Plumbers & Pipefitters Local 162 Pension Fund | Plumbers & Pipefitters Local 162 | OH | 1,306 | $98.0M | $131K |
| Plumbers Local No. 8 Pension Plan | Plumbers Local No. 8 Pension Plan | MO | 1,266 | $123M | $45K |
| Teamsters Local 727 Trade Show 401(k) Plan | Board of Trustees of Teamsters Local 727 | IL | 1,127 | $19.9M | $7,500 |
| Plumbers & Pipefitters Local 172 Pension Fund | Trustees of Plumbers & Pipefitters Local 172 Pension Fund | IL | 1,068 | $155M | $191K |
| Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan | Plumbers Local 8 DC Plan | MO | 1,045 | $52.6M | $22K |
Questions and answers
How many plans does Strategic Capital Investment Adviso serve?
49 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 Strategic Capital Investment Adviso?
The median plan reported $26.12 per participant in direct and indirect compensation (49 plans reporting an amount), or 0.03% 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) (42 plans), Consulting (general) (4 plans), Investment management (2 plans) and Legal (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.