Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Capital Research and Management Co
Capital Research and Management Co
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $86,301
Assets of those plans
$860,689,916
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
14
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$86,301
87% 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 | 9 |
| 15 | Recordkeeping and information management | 6 |
| 65 | Account maintenance fees | 4 |
| 37 | Participant loan processing | 4 |
| 63 | Distribution (12b-1) fees | 4 |
| 28 | Investment management | 4 |
| 50 | Direct payment from the plan | 2 |
| 13 | Contract administrator | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Ascensus, LLC 401(k) Savings Plan | Ascensus | $621,764,246 | 5,972 | $0 |
| Genesis Medical Associates, Inc. 401(k) Profit Sharing Planrecordkeeper | Genesis Medical Associates | $49,456,575 | 319 | $21,338 |
| Kaufman Dolowich,llp Retirement Planrecordkeeper | Kaufman Dolowich | $44,106,727 | 365 | $16,477 |
| Nefco Holding Company LLC 401(k) Profit Sharing Planrecordkeeper | Nefco Holding | $34,226,585 | 847 | $5,513 |
| Brighton-best International, Inc 401(k) Planrecordkeeper | Brighton-best International | $23,669,835 | 455 | $5,840 |
| Cerium Networks 401(k) Planrecordkeeper | Cerium Networks | $21,107,053 | 166 | $900 |
| Falconi Dealerships 401(k) Planrecordkeeper | Civic Automobiles Group | $12,970,710 | 139 | $546 |
| Capital Internal Medicine Associates PC 401(k) Retirement Planrecordkeeper | Capital Internal Medicine Associates | $12,854,469 | 136 | $15,458 |
| Folk Oil Company, Inc. 401(k) Profit Sharing Planrecordkeeper | Folk Oil | $12,277,661 | 226 | $1,725 |
| Wellsville Carpet Town, Inc. 401(k) Retirement Planrecordkeeper | Wellsville Carpet Town | $11,675,093 | 341 | $10,655 |
| Erba Employee's 401(k) Planrecordkeeper | Embarras River Basin Agency | $4,622,789 | 168 | not reported |
| Gretchen's House Inc 401(k) Planrecordkeeper | Gretchen's House | $4,095,441 | 226 | $750 |
| Levy School Bus Co. 401(k) Profit Sharing Planrecordkeeper | Levy School Bus | $4,080,051 | 164 | $5,529 |
| U.S. Pizza Co. 401(k) Planrecordkeeper | U.S. Pizza | $2,456,205 | 108 | $898 |
| STT, Inc. Employees 401(k) Savings Planrecordkeeper | STT Inc. DBA STT Security Services | $1,326,476 | 167 | $672 |
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.