Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Capital Group Retirement Plan Servi
Capital Group Retirement Plan Servi
- Service provider, as named on Schedule C
- EIN 203691658
- Plan year 2024
- Direct compensation reported $170,526
Assets of those plans
$422,081,682
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
16
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$170,526
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 | 16 |
| 15 | Recordkeeping and information management | 1 |
| 37 | Participant loan processing | 1 |
| 50 | Direct payment from the plan | 1 |
| 63 | Distribution (12b-1) fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Warady & Davis, LLP Profit Sharing and Savings Planrecordkeeper | Warady & Davis | $72,962,045 | 157 | $613 |
| Mark G. Anderson Consultants, Inc. 401(k) Profit Sharing Planrecordkeeper | Mark G. Anderson Consultants | $70,797,756 | 330 | $25,823 |
| F.H. Paschen Companies Retirement Savings Planrecordkeeper | FHP Management | $50,625,334 | 510 | $1,338 |
| Pietragallo Gordon Alfano Bosick & Raspanti, LLP Salary Reduction Profit Sharing Planrecordkeeper | Pietragallo Gordon Alfano Bosick & Raspanti | $49,167,651 | 141 | $1,100 |
| EKI Environment & Water, Inc. 401(k) Planrecordkeeper | EKI Environment & Water | $31,910,831 | 150 | $15,553 |
| Centerfield Media Holding Company 401(k) Profit Sharing Planrecordkeeper | Centerfield Media Holding | $31,482,405 | 685 | $64,360 |
| Franklin Products, Inc. 401(k) Profit Sharing Planrecordkeeper | Franklin Products | $26,759,445 | 205 | $18,059 |
| Sweetener Products Company and Affiliated Companies Section 401(k) Retirement Savings Planrecordkeeper | Vernon Central Warehouse | $24,810,015 | 184 | $8,825 |
| Encore Services, LLC 401(k) Retirement Savings Planrecordkeeper | Encore Services | $11,566,614 | 139 | $400 |
| Highmark Companies, Inc. Retirement Savings Planrecordkeeper | Highmark Companies | $11,389,941 | 200 | $850 |
| OBR Cooling Towers 401(k)/profit Sharing Planrecordkeeper | OBR Cooling Towers | $10,304,908 | 195 | $750 |
| Hope House Foundation, Inc. 401(k) Profit Sharing Planrecordkeeper | Hope House Foundation | $9,534,679 | 191 | $11,448 |
| Swoon Group, LLC Retirement Planrecordkeeper | Swoon Group | $8,785,829 | 267 | $1,400 |
| Turningpoint Healthcare Solutions, LLC 401(k) Planrecordkeeper | TurningPoint Healthcare Solutions | $6,646,913 | 255 | $17,657 |
| Aeci Charter Schools Network 401(k) Planrecordkeeper | Aeci Charter Schools Network | $5,337,316 | 123 | $1,900 |
| MNL 401(k) Planrecordkeeper | Minnesota Native Landscapes | $0 | 0 | $450 |
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.