Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Capital Group Retirement Services
Capital Group Retirement Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $104,663
Assets of those plans
$326,797,349
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$104,663
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 | 7 |
| 15 | Recordkeeping and information management | 3 |
| 28 | Investment management | 3 |
| 37 | Participant loan processing | 3 |
| 63 | Distribution (12b-1) fees | 3 |
| 65 | Account maintenance fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Melton Machine & Control Company 401(k) Planrecordkeeper | Melton Machine & Control | $78,249,464 | 162 | $1,456 |
| Stark Tech 401(k) Profit Sharing Planrecordkeeper | Stark Tech Operating | $72,867,727 | 593 | $48,801 |
| ATS Automation, Inc. 401(k) Planrecordkeeper | ATS Automation | $63,919,645 | 431 | $5,674 |
| Greater Pittsburgh Orthopaedic Associates, Inc. 401(k) Profit Sharing Planrecordkeeper | Greater Pittsburgh Orthopaedic Associates | $46,022,716 | 202 | $1,869 |
| The Lyons National Bank 401(k) Profit Sharing Planrecordkeeper | Lyons National Bank | $26,954,982 | 280 | $24,906 |
| Encompass LLC 401(k) Profit Sharing Planrecordkeeper | Encompass | $20,857,220 | 305 | $16,073 |
| Superbolt, Inc. 401(k) Planrecordkeeper | Superbolt | $6,648,965 | 131 | $2,606 |
| Shoreline Power Services 401(k) Planrecordkeeper | Shoreline Power Services | $5,053,461 | 177 | $920 |
| The Wildlife Gallery, Inc. 401(k) Planrecordkeeper | Wildlife Gallery | $4,896,999 | 126 | $1,773 |
| Hhdla 401(k) Planrecordkeeper | Rama Associates | $1,326,170 | 142 | $585 |
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.