Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Capital Group Retirement Plan
Capital Group Retirement Plan
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $150,025
Assets of those plans
$461,258,111
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
19
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$150,025
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 | 17 |
| 37 | Participant loan processing | 1 |
| 65 | Account maintenance fees | 1 |
| 63 | Distribution (12b-1) fees | 1 |
| 24 | Trustee (discretionary) | 1 |
| 28 | Investment management | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Lee Hill Investments LLC 401(k) Planrecordkeeper | Lee Hill Investments | $1,999,366 | 220 | $750 |
| Walters & Wolf Retirement Planrecordkeeper | Walters & Wolf Glass | $123,436,328 | 553 | $6,062 |
| Paragon Anesthesia 401(k) Planrecordkeeper | Paragon Anesthesia | $55,176,288 | 153 | $15,394 |
| York Capital Management 401(k) Planrecordkeeper | York Capital Management (US) Advisors | $45,682,739 | 104 | $3,995 |
| Gnap, LLC DBA Surfaceprep Profit Sharing & 401(k) Planrecordkeeper | Gnap LLC DBA Surfaceprep | $33,104,757 | 324 | $16,647 |
| BBG 401(k) Planrecordkeeper | BBG | $30,855,044 | 668 | $49,849 |
| Foss North America, Inc. 401(k) Savings Planrecordkeeper | Foss North America | $27,920,659 | 132 | $1,650 |
| Sletten, Inc. 401(k) Profit Sharing Plan & Trustrecordkeeper | Sletten | $20,564,715 | 183 | $8,941 |
| Signature 4 / Forty Nine Degrees/visionary Partners Ltd 401(k) Planrecordkeeper | Signature Partners | $19,166,863 | 234 | $825 |
| Logan Simpson Design 401(k) Planrecordkeeper | Logan Simpson Design | $17,231,906 | 258 | $1,150 |
| Nickle Electrical Companies 401(k) Planrecordkeeper | Nickle Electrical Companies | $15,227,240 | 198 | $1,894 |
| J.V. Manufacturing Company, Inc. 401(k) Retirement Planrecordkeeper | J. V. Manufacturing | $14,957,973 | 146 | $16,333 |
| B-K Tool & Design, Inc. 401(k) Planrecordkeeper | B-K Tool & Design | $11,400,425 | 136 | $375 |
| HMF 401(k) Retirement Planrecordkeeper | Hickey Metal Fabrication & Roofing | $10,775,499 | 165 | $650 |
| Quigley-simpson & Heppelwhite, Inc. 401(k) Profit Sharing Planrecordkeeper | Quigley-simpson & Heppelwhite | $7,924,746 | 109 | $525 |
| Strata, Inc. 401(k) Planrecordkeeper | Strata | $7,657,407 | 125 | $613 |
| Donley Auto Group 401(k) Planrecordkeeper | Donley Ford of Ashland | $7,635,635 | 88 | $963 |
| The Rossi Group 401(k) Planrecordkeeper | Rossi Group | $6,775,887 | 240 | $23,009 |
| Western Sierra Medical Clinic Inc 401(k) Profit Sharing Planrecordkeeper | Western Sierra Medical Clinic | $3,764,634 | 155 | $400 |
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.