Plans listing this provider
488
0.86% of the 56,420 plans with Schedule H financials; 488 in 2023
Providers › Capital Group Retirement Plan SVCS.
Capital Group Retirement Plan SVCS.
- Service provider, as named on Schedule C
- EIN 824555287
- Plan year 2024
- Direct compensation reported $8,305,057
Assets of those plans
$16,746,995,699
0.22% of all Schedule H plan assets
Plans where it is the recordkeeper
485
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$20.62
across 470 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 | 461 |
| 62 | Float revenue | 411 |
| 52 | Investment management fees paid indirectly by plan | 409 |
| 60 | Sub-transfer agency fees | 408 |
| 72 | Other investment fees and expenses | 408 |
| 49 | Other services | 406 |
| 25 | Trustee (directed) | 405 |
| 37 | Participant loan processing | 321 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Trader Joe's Company Retirement Planrecordkeeper | Trader Joe's | $3,202,630,979 | 45,337 | $320,109 |
| Ergon 401(k) Planrecordkeeper | Ergon | $770,769,507 | 4,507 | $265,625 |
| Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Planrecordkeeper | Beacon Sales Acquisition | $653,851,871 | 9,305 | $470,191 |
| Pinnacle Financial Partners, Inc. 401(k) Planrecordkeeper | Pinnacle Bank | $564,555,644 | 3,746 | $51,454 |
| The Smithgroup Retirement Accumulation Planrecordkeeper | Smithgroup Companies | $335,275,658 | 2,269 | $142,177 |
| Select Rehabilitation, LLC 401(k) Plan and Trustrecordkeeper | Select Rehabilitation | $278,952,095 | 6,421 | $58,523 |
| Captech Ventures, Inc. 401(k) Planrecordkeeper | Captech Ventures | $201,232,171 | 1,349 | $21,684 |
| Crowe & Dunlevy, a Professional Corporation, Profit Sharing and Thrift Planrecordkeeper | Crowe & Dunlevy a Professional | $188,225,485 | 304 | $32,864 |
| Stanley Electric Associates 401(k) Planrecordkeeper | Stanley Electric Holding Company of America | $187,391,609 | 2,212 | $219,706 |
| Halff Associates Inc. 401(k) Planrecordkeeper | Halff Associates | $187,204,411 | 2,066 | $19,481 |
| Engineering Consulting Services, Ltd. 401(k) Retirement Planrecordkeeper | Engineering Consulting Services | $187,057,684 | 1,959 | $148,269 |
| MB2 Dental Solutions 401(k) Planrecordkeeper | MB2 Dental Solutions | $169,588,155 | 7,027 | $69,105 |
| Memorialcare Medical Group Savings and Retirement Planrecordkeeper | Memorialcare Medical Group | $163,526,432 | 435 | $80,154 |
| Pro-tec Coating Company 401(k) Retirement Planrecordkeeper | Pro-tec Coating | $152,025,285 | 501 | $5,537 |
| Allen Lund Company, LLC 401(k) Profit Sharing Planrecordkeeper | Allen Lund | $121,676,108 | 785 | $14,424 |
| The Savings & Investment Plan for Employees of Oberg Industries LLCrecordkeeper | Oberg Industries | $116,244,603 | 858 | $73,063 |
| Baker Newman & Noyes, LLC 401(k) Profit Sharing Planrecordkeeper | Baker Newman & Noyes | $110,669,796 | 463 | $5,031 |
| Maxim Crane Works LP 401(k) Planrecordkeeper | Anthony Crane Rental | $106,565,468 | 812 | $95,247 |
| Connections Education 401(k) Retirement Savings Planrecordkeeper | Connections Education | $106,430,250 | 2,806 | $29,027 |
| Grob Systems, Inc. Profit Sharing Planrecordkeeper | Grob Systems | $100,083,055 | 848 | $3,690 |
| Power & Telephone Supply Company 401(k) Planrecordkeeper | Power & Telephone Supply | $97,014,543 | 356 | $33,165 |
| Applied Underwriters Inc. Retirement Saving Planrecordkeeper | Applied Underwriters | $94,025,286 | 909 | $11,450 |
| The Lampo Group, LLC 401(k) Planrecordkeeper | Lampo Group | $91,946,182 | 941 | $6,768 |
| Schnabel, Inc. 401(k) and Profit Sharing Planrecordkeeper | Schnabel Inc. D/B/A Schnabel Engineering | $90,195,718 | 735 | $54,783 |
| Lindt & Sprungli (USA), Inc. 401(k) Planrecordkeeper | Lindt & Sprungli (USA) | $89,529,452 | 870 | $15,223 |
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.