Plans listing this provider
186
0.33% of the 56,420 plans with Schedule H financials; 185 in 2023
Providers › Capital Group Retirement Plan Servi
Capital Group Retirement Plan Servi
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,046,406
Assets of those plans
$3,685,026,951
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
186
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$25.81
across 181 plans that pay it 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 | 182 |
| 50 | Direct payment from the plan | 5 |
| 37 | Participant loan processing | 4 |
| 15 | Recordkeeping and information management | 3 |
| 28 | Investment management | 3 |
| 65 | Account maintenance fees | 3 |
| 63 | Distribution (12b-1) fees | 3 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Advancedhealth 401(k) Profit Sharing Planrecordkeeper | Advanced Diagnostic Imaging P.C. DBA Advancedhealth | $164,782,729 | 2,854 | $101,580 |
| Cole Schotz P. C. Profit-sharing and 401(k) Planrecordkeeper | Cole Schotz Meisel Forman & Leonard | $136,497,261 | 393 | $12,747 |
| Johnson & Bell, Ltd. 401(k) Profit Sharing Planrecordkeeper | Johnson & Bell | $109,896,661 | 234 | $21,464 |
| GLY Construction, Inc. 401(k) Planrecordkeeper | GLY Construction | $104,081,581 | 272 | $27,233 |
| First Federal Bank 401(k) Profit Sharing Planrecordkeeper | First Federal Bank | $92,854,810 | 576 | $46,045 |
| Oliff PLC Profit Sharing Planrecordkeeper | Oliff | $87,943,206 | 181 | $11,568 |
| Veka Holdings, Inc. and Subsidiaries Profit Sharing & 401(k) Planrecordkeeper | Veka Holdings | $84,240,134 | 1,150 | $62,113 |
| Johnson & Jordan, Inc. Employee Stock Ownership 401(k) Planrecordkeeper | Johnson & Jordan | $71,076,406 | 359 | $31,030 |
| Hutchinson & Bloodgood, LLP 401(k) Profit Sharing Planrecordkeeper | Hutchinson & Bloodgood | $62,083,484 | 283 | $2,098 |
| Harrell's 401(k) & Profit Sharing Planrecordkeeper | Harrell's | $61,920,661 | 525 | $4,775 |
| Agri Profit Sharing Planrecordkeeper | American Implement | $53,759,852 | 420 | $29,640 |
| Utah Cancer Specialists, P.C. 401(k) Profit Sharing Planrecordkeeper | Utah Cancer Specialists | $53,542,747 | 341 | $19,705 |
| The Webb Law Firm 401(k) Profit Sharing Plan and Trustrecordkeeper | Webb Law Firm | $51,826,145 | 167 | $1,105 |
| AL Jazeera International (USA) 401(k) Retirement Planrecordkeeper | AL Jazeera International (USA) | $51,268,808 | 381 | $6,605 |
| Dexia Holdings, Inc. 401(k) and Profit Sharing Planrecordkeeper | Dexia Holdings | $47,964,966 | 100 | $675 |
| Mowery Clinic LLC 401(k) Plan and Trustrecordkeeper | Mowery Clinic L L C | $44,022,568 | 138 | $14,503 |
| Medical Associates of Brevard, LLC 401(k) Planrecordkeeper | Medical Associates of Brevard | $43,818,834 | 268 | $835 |
| Gastroenterology Specialties, P.c.safe Harbor 401(k) Profit Sharing Planrecordkeeper | Gastroenterology Specialties | $43,226,333 | 185 | $17,399 |
| Lexington Eye Associates, Inc. Retirement Savings Planrecordkeeper | Lexington Eye Associates | $40,753,077 | 167 | $2,031 |
| Hopehealth Retirement Planrecordkeeper | Hopehealth | $39,804,539 | 639 | $13,424 |
| 3cloud LLC 401(k) Planrecordkeeper | 3cloud | $39,697,693 | 656 | $9,381 |
| West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Planrecordkeeper | West Tennessee Bone & Joint Institute | $39,066,604 | 253 | $24,173 |
| Chickasaw Holding Company Employees' 401(k) Planrecordkeeper | Chickasaw Holding | $38,486,526 | 290 | $4,187 |
| Charlotte Gastroenterology & Hepatology, P.L.L.C Profit Sharing Planrecordkeeper | Charlotte Gastroenterology & Hepatology | $38,293,558 | 210 | $2,234 |
| Murchison & Cumming LLP 401(k) Profit Sharing Planrecordkeeper | Murchison & Cumming | $37,681,715 | 179 | $1,475 |
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.