401k Record

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Capital Group Companies 401(k)

Recordkeeping fees per participant · Capital Retirement Savings Plan · plan year 2024

$0.18

Higher than 0% of the 790 plans over $1B that report it.

Source

= $2,225 / 12,268
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260407122345NAL0004976899001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122345NAL0004976899001, received 2026-04-07

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-07-01 to 2025-06-30, filing received 2026-04-07.

Cost and contributions

Administrative expenses excluding investment management, per participant

$0.18

10th: $9.43median $44.4790th: $97.55

Higher than 0% of the 1,045 plans over $1B that report it.

Source

= $2,225 / 12,268
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260407122345NAL0004976899001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122345NAL0004976899001, received 2026-04-07

Administrative expenses per participant

$0.18

10th: $24.33median $70.0390th: $174.36

Higher than 0% of the 1,076 plans over $1B that report it.

Source

= $2,225 / 12,268
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260407122345NAL0004976899001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122345NAL0004976899001, received 2026-04-07

Administrative expenses as a share of assets

0.000%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 0% of the 1,076 plans over $1B that report it.

Source

= $2,225 / $8,159,877,187
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260407122345NAL0004976899001, received 2026-04-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260407122345NAL0004976899001, received 2026-04-07

Employer contributions per participant

$17,408

10th: $1,442median $3,74490th: $8,760

Higher than 99% of the 1,135 plans over $1B that report it.

Source

= $213,566,193 / 12,268
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260407122345NAL0004976899001, received 2026-04-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122345NAL0004976899001, received 2026-04-07

Employer share of total contributions

65.0%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 98% of the 1,135 plans over $1B that report it.

Source

= $213,566,193 / $328,733,193
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260407122345NAL0004976899001, received 2026-04-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260407122345NAL0004976899001, received 2026-04-07

Plan terms, as stated in Capital Group Companies, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260407122345NAL0004976899001, received 2026-04-07

Full record, Capital Retirement Savings Plan

FieldValueSource
Plan sponsorCAPITAL GROUP COMPANIES, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260407122345NAL0004976899001, received 2026-04-07
Plan nameCAPITAL RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260407122345NAL0004976899001, received 2026-04-07
Sponsor EIN / plan number86-0206507 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260407122345NAL0004976899001, received 2026-04-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260407122345NAL0004976899001, received 2026-04-07
Sponsor locationLOS ANGELES, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260407122345NAL0004976899001, received 2026-04-07
Industry (business code)525990, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260407122345NAL0004976899001, received 2026-04-07
Plan year2024-07-01 to 2025-06-30Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260407122345NAL0004976899001, received 2026-04-07
Filing received2026-04-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260407122345NAL0004976899001, received 2026-04-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260407122345NAL0004976899001, received 2026-04-07
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260407122345NAL0004976899001, received 2026-04-07
Participants, beginning of year12,260Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260407122345NAL0004976899001, received 2026-04-07
Active participants8,086Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260407122345NAL0004976899001, received 2026-04-07
Participants, end of year12,306Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260407122345NAL0004976899001, received 2026-04-07
Participants with an account balance12,268Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260407122345NAL0004976899001, received 2026-04-07
Total assets, beginning of year$7,067,430,633Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260407122345NAL0004976899001, received 2026-04-07
Total assets, end of year$8,159,877,187Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260407122345NAL0004976899001, received 2026-04-07
Net assets, end of year$8,147,108,313Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260407122345NAL0004976899001, received 2026-04-07
Total income$1,410,511,925Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260407122345NAL0004976899001, received 2026-04-07
Net income$1,092,278,971Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260407122345NAL0004976899001, received 2026-04-07
Employer contributions$213,566,193Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260407122345NAL0004976899001, received 2026-04-07
Participant contributions$90,987,254Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260407122345NAL0004976899001, received 2026-04-07
Other contributions (incl. rollovers)$24,179,746Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260407122345NAL0004976899001, received 2026-04-07
Total contributions$328,733,193Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260407122345NAL0004976899001, received 2026-04-07
Benefit payments$315,310,198Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260407122345NAL0004976899001, received 2026-04-07
Total expenses (incl. benefit payments)$318,232,954Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260407122345NAL0004976899001, received 2026-04-07
Total administrative expenses$2,225Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260407122345NAL0004976899001, received 2026-04-07
Recordkeeping fees$2,225Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260407122345NAL0004976899001, received 2026-04-07
Administrative expenses excluding investment management$2,225derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260407122345NAL0004976899001, received 2026-04-07
Held in common/collective trusts$6,033,389,486Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260407122345NAL0004976899001, received 2026-04-07
Held in mutual funds$1,833,945,456Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260407122345NAL0004976899001, received 2026-04-07
Independent auditorDELOITTE & TOUCHESchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260407122345NAL0004976899001, received 2026-04-07

Position = column in the DOL layout for form year 2024. Filing 20260407122345NAL0004976899001, received 2026-04-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ALIGHT SOLUTIONS LLCrecordkeeperSERVICE PROVIDER 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan $28,100no
FIDELITY INVESTMENTSrecordkeeperRECORDKEEPER 64 Recordkeeping fees; 65 Account maintenance fees $2,225no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260407122345NAL0004976899001, received 2026-04-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$7,067,430,633$8,159,877,18715.5%
Participants with a balance12,21212,2680.5%
Administrative expenses$0$2,225
Recordkeeping fees per participantnot reported$0.18
Employer contributions$189,888,602$213,566,19312.5%

Prior filing 20250321005622NAL0005520851001, received 2025-03-21; the plan years are contiguous.

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Sponsor name as filed: CAPITAL GROUP COMPANIES, INC.; SEC registrant: Capital Group Companies, Inc. (CIK 732812, matched by EIN).