Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Capital Group Retirement Plan Svcs.
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 823 retirement plans with 100 or more participants reported paying Capital Group Retirement Plan Svcs. $5,000 or more. Those plans cover 417,204 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $11.6M. Per plan, the median was $15.70 per participant, with the middle half of plans between $6.82 and $63.49. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (87), Illinois (53) and Pennsylvania (53).
In 2018 it appeared on 48 such filings; in 2024, 827. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $6.82 | $15.70 | $63.49 |
| Compensation as a share of plan net assets | 0.01% | 0.04% | 0.12% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Trader Joe's Company Retirement Plan | Trader Joe's Company | CA | 73,118 | $3.20B | $320K |
| Select Rehabilitation, LLC 401(k) Plan and Trust | Select Rehabilitation, LLC | IL | 17,263 | $279M | $59K |
| MB2 Dental Solutions 401(k) Plan | MB2 Dental Solutions | TX | 10,338 | $170M | $69K |
| Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan | Beacon Sales Acquisition, Inc. | VA | 9,580 | $654M | $470K |
| Connections Education 401(k) Retirement Savings Plan | Connections Education, LLC. | MD | 5,089 | $106M | $29K |
| Ergon 401(k) Plan | Ergon, Inc. | MS | 4,647 | $771M | $266K |
| Pinnacle Financial Partners, Inc. 401(k) Plan | Pinnacle Bank | TN | 3,865 | $565M | $51K |
| Advancedhealth 401(k) Profit Sharing Plan | Advanced Diagnostic Imaging, P.C. DBA Advancedhealth | TN | 2,857 | $165M | $102K |
| Engineering Consulting Services, Ltd. 401(k) Retirement Plan | Engineering Consulting Services, Ltd. | VA | 2,818 | $187M | $148K |
| Health Group Management, LLC 401(k) Plan | Health Group Management, LLC | CA | 2,388 | $12.1M | $9,712 |
| Stanley Electric Associates 401(k) Plan | Stanley Electric Holding Company of America | OH | 2,299 | $187M | $220K |
| The Smithgroup Retirement Accumulation Plan | Smithgroup Companies, Inc. | MI | 2,279 | $335M | $142K |
| Great Southern Wood Preserving, Inc. 401(k) Salary Deferral Plan | Great Southern Wood Preserving, Inc. | AL | 2,134 | $71.9M | $106K |
| Halff Associates Inc. 401(k) Plan | Halff Associates, Inc. | TX | 2,114 | $187M | $19K |
| Plantation Management Company 401(k) Plan | Plantation Management Company, LLC | LA | 1,937 | $14.6M | $39K |
| Jeff Wyler Automotive Family, Inc. Retirement Savings Plan and Trust | Jeff Wyler Automotive Family, Inc. | OH | 1,767 | $60.9M | $69K |
| Dohrn Transfer Company 401(k) Profit Sharing Plan | Dohrn Transfer Company, LLC | IL | 1,748 | $33.3M | $17K |
| O'Reilly Hospitality Management, LLC 401(k) Plan | O'Reilly Hospitality Management, LLC | MO | 1,735 | $11.2M | $81K |
| Majco LLC DBA Big Brand Tire & Service 401(k) Profit Sharing Plan | Majco LLC Big Brand Tire & Service | CA | 1,718 | $19.2M | $75K |
| Democracy Prep Public Schools, 403(b) Retirement Plan | Democracy Prep Public Schools, Inc. | NY | 1,644 | $46.4M | $41K |
| Omh Healthedge Holdings, Inc. 401(k) Plan | Omh Healthedge Holdings, Inc. | FL | 1,605 | $35.6M | $161K |
| Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan | Kay and Associates, Inc. | IL | 1,513 | $23.1M | $79K |
| Gulfside Casino Partnership 401(k) Plan | Gulfside Casino Partnership | MS | 1,512 | $21.8M | $92K |
| Young Automotive Group 401(k) Profit Sharing Plan | Young Chevrolet Company | UT | 1,461 | $38.9M | $30K |
| Mrci 403(b) Plan | Mankato Rehabilitation Center, Inc. | MN | 1,453 | $12.5M | $28K |
| Sga Dental Partners Opco LLC 401(k) Profit Sharing Plan | Sga Dental Partners Opco LLC | GA | 1,450 | $14.2M | $5,406 |
| Technical Engineering Consultants 401(k) | Technical Engineering Consultants | MI | 1,449 | $5.9M | $22K |
| Primrose Retirement Plan | Primrose Retirement Communities | SD | 1,433 | $12.5M | $23K |
| Captech Ventures, Inc. 401(k) Plan | Captech Ventures, Inc. | VA | 1,410 | $201M | $22K |
| Community Health Center Retirement Plan | Community Health Center of Southeast Kansas, Inc. | KS | 1,268 | $28.9M | $3,000 |
| Lindt & Sprungli (USA), Inc. 401(k) Plan | Lindt & Sprungli (USA), Inc. | NH | 1,246 | $89.5M | $15K |
| The Lampo Group, LLC 401(k) Plan | The Lampo Group, LLC | TN | 1,202 | $91.9M | $6,768 |
| NHF Holdings, LLC | NHF Holdings, LLC Employee Savings Plan | IA | 1,187 | $4.3M | $5,783 |
| Veka Holdings, Inc. and Subsidiaries Profit Sharing & 401(k) Plan | Veka Holdings, Inc. | PA | 1,169 | $84.2M | $62K |
| Applied Underwriters Inc. Retirement Saving Plan | Applied Underwriters Inc. | NE | 1,158 | $94.0M | $11K |
| Cumberland Family Medical Center Safe Harbor 401(k) Plan | Cumberland Family Medical Center | KY | 1,135 | $59.7M | $55K |
| Down to Earth 401(k) Plan | Seasons Service Select, LLC | OH | 1,076 | $6.0M | $20K |
| Tuolumne Me-Wuk Tribal Council Retirement 401(k) Plan | Tuolumne Band of Me-Wuk Indians | CA | 1,071 | $30.6M | $39K |
| Centralcare, Incorporated 401(k) Plan | Centralcare, Incorporated | VA | 1,070 | $3.9M | $1,225 |
| Jim Brown Chevrolet, Inc. DBA Classic Chevrolet 401(k) Plan | Jim Brown Chevrolet Inc., DBA Classic Chevrolet | OH | 1,065 | $69.3M | $56K |
Questions and answers
How many plans does Capital Group Retirement Plan Svcs. serve?
823 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Capital Group Retirement Plan Svcs.?
The median plan reported $15.70 per participant in direct and indirect compensation (817 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Other services (414 plans), Trustee (directed) (413 plans), Participant loan processing (341 plans) and Recordkeeping and information management (49 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.