Plans listing this provider
47
0.08% of the 56,420 plans with Schedule H financials; 50 in 2023
Providers › Capital Group Retirement Plan SVCS
Capital Group Retirement Plan SVCS
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $344,194
Assets of those plans
$858,591,385
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
47
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$344,194
96% 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 | 43 |
| 15 | Recordkeeping and information management | 5 |
| 28 | Investment management | 5 |
| 37 | Participant loan processing | 4 |
| 63 | Distribution (12b-1) fees | 4 |
| 65 | Account maintenance fees | 4 |
| 12 | Claims processing | 1 |
| 18 | Custodial (other than securities) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| J. D. Eckman, Inc. 401(k) Savings Planrecordkeeper | J. D. Eckman | $132,577,594 | 643 | $42,333 |
| Logical Systems 401(k) Planrecordkeeper | Logical Systems | $73,574,873 | 341 | $995 |
| Haley Ward Employee Stock Ownership 401(k) Planrecordkeeper | Haley Ward | $51,635,125 | 334 | $1,175 |
| Highland Tank, LLC 401(k) Planrecordkeeper | Highland Tank | $42,943,319 | 390 | $3,057 |
| Triad Metals 401(k) Savings Planrecordkeeper | Triad Metals | $38,012,887 | 284 | $3,918 |
| Gelman, Rosenberg & Freedman, PC Profit Sharing Plan and Trustrecordkeeper | Gelman Rosenberg & Freedman | $36,523,292 | 226 | $25,558 |
| Jamestown Container Corporation Deferred Savings Planrecordkeeper | Jamestown Container | $34,191,836 | 411 | $6,506 |
| BLDG Management Co., Inc. 401(k) Planrecordkeeper | BLDG Management | $29,624,913 | 127 | $2,588 |
| SKA Consulting Engineers, Inc. Thrift Savings Planrecordkeeper | SKA Consulting Engineers | $29,505,259 | 134 | $4,133 |
| James D. Morrissey, Inc. 401(k) Planrecordkeeper | James D. Morrissey | $26,374,416 | 349 | $3,148 |
| John Boyd Enterprises Inc Profit Sharing 401(k) Plan & Trustrecordkeeper | John Boyd Enterprises | $24,170,830 | 130 | $1,147 |
| Kaley Group, Inc./krsm Inc. 401(k) Profit Sharing Planrecordkeeper | Kaley Group | $21,898,471 | 145 | $2,303 |
| E4 Services, LLC 401(k) Planrecordkeeper | E4 Services | $19,633,564 | 267 | $6,762 |
| Access 401(k) Planrecordkeeper | Access Sports Medicine & Orthopaedics | $18,552,647 | 129 | $10,750 |
| DID Agency Group, LLC 401(k) Profit Sharing Planrecordkeeper | DID Agency Group | $17,918,161 | 291 | $29,184 |
| Alchemer 401(k) Planrecordkeeper | Alchemer | $17,054,184 | 293 | $0 |
| Tennessee Tractor, LLC Retirement Savings Planrecordkeeper | Tennessee Tractor | $16,815,499 | 336 | $4,811 |
| Sellenriek Holding Company, Inc. 401(k) Salary Savings Retirement Savings Planrecordkeeper | Sellenriek Holding | $16,544,175 | 512 | $10,457 |
| Roach & Smith Distributors, Inc. Retirement Plan & Trustrecordkeeper | Roach and Smith Distributors | $14,674,687 | 155 | $500 |
| Swift & Staley Governmental Services 401(k) Planrecordkeeper | Swift & Staley | $14,414,819 | 171 | $19,869 |
| Truescripts Management Services, LLC 401(k) Planrecordkeeper | Truescripts Management Services | $13,851,127 | 188 | $375 |
| 401(k) Profit Sharing Plan and Trust for Employees of Williams Company - Management Grouprecordkeeper | Williams Company Management Group | $12,862,129 | 142 | $2,138 |
| Flexaseal Engineered Seals and Systems, LLC 401(k) Profit Sharing Planrecordkeeper | Flexaseal Engineered Seals and Systems LLC 401(k) Profit Sharing Plan | $12,519,010 | 141 | $16,594 |
| Medic Ambulance Service, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | Medic Ambulance Service | $11,426,163 | 154 | $15,527 |
| Transport Enterprise Leasing, LLC 401(k) Planrecordkeeper | Transport Enterprise Leasing | $10,971,789 | 186 | $16,737 |
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.