Plans listing this provider
21
0.04% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › The Capital Group INV Advisory
The Capital Group INV Advisory
- Service provider, as named on Schedule C
- EIN 464255096
- Plan year 2024
- Direct compensation reported $773,810
Assets of those plans
$651,565,448
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$773,810
90% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 15 |
| 26 | Investment advisory (participants) | 4 |
| 50 | Direct payment from the plan | 3 |
| 99 | Other fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 28 | Investment management | 2 |
| 49 | Other services | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| MAG DS Corp. 401(k) Plan | MAG DS | $114,021,826 | 1,160 | $62,264 |
| FTS International, LLC 401(k) Profit Sharing Plan | FTS International | $100,891,427 | 374 | $36,000 |
| Tista Science and Technology Corporation 401(k) | Tista Science and Technology | $76,716,532 | 1,423 | $50,000 |
| Excella, Inc. 401(k) Plan | Excella | $47,290,504 | 430 | $79,001 |
| Harmonia Holdings Group, LLC 401(k) Plan | Harmonia Holdings Group | $37,101,168 | 441 | $30,202 |
| Tiber Creek Consulting, Inc 401(k) Plan | Tiber Creek Consulting | $36,351,652 | 259 | $10,000 |
| Fundrise 401(k) Plan | Fundrise Private Innovation Fund | $26,558,196 | 341 | $104,293 |
| The Informatics Applications Group 401(k) Profit Sharing Plan | Informatics Applications Group | $25,851,219 | 306 | $56,214 |
| Origene Technologies, Inc. 401(k) Plan | OriGene Technologies | $24,175,193 | 177 | $40,000 |
| Aptive Resources 401(k)recordkeeper | Aptive Resources | $22,183,382 | 548 | $54,607 |
| B&A 401(k) Plan | B&A Partners Holding | $20,478,251 | 168 | $32,027 |
| Maxisiq, Inc 401(k) Plan | Maxisiq | $18,546,360 | 199 | $14,765 |
| Optoro, Inc. 401(k) Profit Sharing Plan & Trust | Optoro | $17,270,612 | 215 | $30,664 |
| Nuaxis Innovations 401(k) Plan | Nuaxis LLC DBA Nuaxis Innovation | $16,277,278 | 304 | $60,932 |
| Feditc LLC 401(k) Plan | Feditc | $14,457,537 | 264 | $6,549 |
| Aptara, Inc. 401(k) Plan | Aptara | $13,156,419 | 151 | $34,780 |
| Innovate!, Inc. Retirement Trust | Innovate | $12,522,844 | 128 | $0 |
| KR Contracting, Inc. 401(k) Planrecordkeeper | KR Contracting | $10,852,889 | 797 | $28,290 |
| Plateau Software Inc. 401(k) | Plateau Software Inc. DBA Plateau GRP | $8,166,929 | 209 | $26,270 |
| Link Solutions, Inc. 401(k) Plan | Link Solutions | $6,520,335 | 301 | $16,952 |
| Monument Academy Inc 401(k) Profit Sharing Plan & Trust | Monument Academy | $2,174,895 | 100 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.