Plans listing this provider
44
0.08% of the 56,420 plans with Schedule H financials; 44 in 2023
Providers › Capital Group Retirement Plan Serv
Capital Group Retirement Plan Serv
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $525,103
Assets of those plans
$824,859,225
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
44
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$525,103
100% 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 |
|---|---|---|
| 64 | Recordkeeping fees | 42 |
| 15 | Recordkeeping and information management | 4 |
| 50 | Direct payment from the plan | 3 |
| 28 | Investment management | 3 |
| 37 | Participant loan processing | 2 |
| 63 | Distribution (12b-1) fees | 2 |
| 65 | Account maintenance fees | 2 |
| 10 | Accounting (including auditing) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| N.A.N.I Physicians Services Profit Sharing and Retirement Saving Planrecordkeeper | Nephrology Associates of Northern Illinois and Indiana | $188,565,921 | 661 | $52,467 |
| Cumberland Family Medical Center Safe Harbor 401(k) Planrecordkeeper | Cumberland Family Medical Center | $59,662,232 | 1,043 | $55,421 |
| Creare 401(k) Savings and Retirement Plan and Trustrecordkeeper | Creare | $57,706,647 | 282 | $550 |
| Arcade Beauty 401(k) Planrecordkeeper | AKI Inc. D/B/A Arcade Beauty | $46,392,544 | 543 | $46,159 |
| The Paducah Bank & Trust Company, Inc. 401(k) and Employee Stock Ownership Planrecordkeeper | Paducah Bank & Trust | $39,422,581 | 189 | $15,643 |
| Applied Imaging Systems Inc. 401(k) Profit Sharing Planrecordkeeper | Lowery | $30,686,753 | 618 | $21,095 |
| Ampirical Solutions 401(k) Planrecordkeeper | Ampirical Solutions | $30,180,491 | 424 | $2,775 |
| Matrix New World Engineering, Land Surveying and Landscape Architecture, P.C. 401(k) Planrecordkeeper | Matrix New World Engineering Land Surveying and Landscape Architectu | $25,927,828 | 235 | $20,475 |
| Anton Paar USA, Inc. Profit Sharing Planrecordkeeper | Anton Paar USA | $25,409,956 | 328 | $4,349 |
| Duvel Moortgat USA 401(k) Planrecordkeeper | Duvel Moortgat USA | $24,335,275 | 353 | $2,879 |
| Grace Community Health Center, Inc. 401(k) Retirement Savings Planrecordkeeper | Grace Community Health Center | $17,535,709 | 503 | $4,911 |
| MSI Express 401(k) Planrecordkeeper | MSI Express | $17,399,409 | 458 | $42,726 |
| Southern Legacy Waffles, LLC 401(k) Planrecordkeeper | Southern Legacy Waffles | $17,171,446 | 401 | $1,000 |
| Waldon Adelman Castilla Mcnamara & Prout, LLLP Retirement Planrecordkeeper | Waldon Adelman Castilla Mcnamara & Prout | $14,161,350 | 118 | $1,672 |
| Cuyahoga Valley Christian Academy 401(k) Profit Sharing Plan & Trustrecordkeeper | Cuyahoga Valley Christian Academy | $13,720,742 | 180 | $11,955 |
| Consultants in Pain Medicine, PLLC 401(k) Profit Sharing Plan and Trustrecordkeeper | Consultants in Pain Medicine | $13,581,063 | 121 | $1,327 |
| Nest Egg 401(k) Retirement Savings Planrecordkeeper | M Bar C Construction | $12,873,363 | 271 | $7,568 |
| WB&T Bankshares, Inc. 401(k) Planrecordkeeper | WB&T Bankshares | $12,384,369 | 144 | $2,150 |
| Oakland Veterinary Referral Services 401(k) Planrecordkeeper | Oakland Veterinary Referral Services | $12,166,748 | 303 | $1,700 |
| Roze Room Hospice 401(k) Profit Sharing Planrecordkeeper | L & a Care Corporation DBA Roze Room Hospice | $12,127,371 | 123 | $375 |
| Nexum, Inc. 401(k) Planrecordkeeper | Nexum | $11,386,023 | 107 | $10,967 |
| CMTS 401(k) Planrecordkeeper | Coastal Medical Transportation Services | $10,892,915 | 456 | $35,570 |
| Miller Refrigeration, Inc. Profit Sharing Planrecordkeeper | Miller Refrigeration | $10,837,913 | 176 | $18,174 |
| Barron Heating & Air Conditioning, Inc. 401(k))profit Sharing Planrecordkeeper | Barron Heating & Air Conditioning | $10,680,674 | 190 | $1,750 |
| Shawd Neighborhood Clinic 401(k) PSPrecordkeeper | Shawd Neighborhood Clinic Management | $9,811,410 | 219 | $20,989 |
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.