Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
The Capital Group Inv Advisory
Most often reported for investment advisory and management
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, 34 retirement plans with 100 or more participants reported paying The Capital Group Inv Advisory $5,000 or more. Those plans cover 15,117 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.1M. Per plan, the median was $90.79 per participant, with the middle half of plans between $51.25 and $140. 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 Virginia (19), District of Columbia (6) and Montana (3).
In 2018 it appeared on 10 such filings; in 2024, 35. 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 | $51.25 | $90.79 | $140 |
| Compensation as a share of plan net assets | 0.12% | 0.25% | 0.32% |
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 |
|---|---|---|---|---|---|
| Feditc LLC 401(k) Plan | Feditc LLC | TX | 1,482 | $14.5M | $6,549 |
| Tista Science and Technology Corporation 401(k) | Tista Science and Technology Corporation | MD | 1,458 | $76.7M | $50K |
| Mag DS Corp. 401(k) Plan | Mag DS Corp. | VA | 1,421 | $114M | $62K |
| St. John's Community Services Tax Sheltered Annuity Plan | St. John's Community Services | DC | 1,058 | $8.0M | $24K |
| KR Contracting, Inc. 401(k) Plan | KR Contracting, Inc. | VA | 1,058 | $10.9M | $28K |
| Aptive Resources 401(k) | Aptive Resources, LLC | VA | 620 | $22.2M | $55K |
| Harmonia Holdings Group, LLC 401(k) Plan | Harmonia Holdings Group, LLC | VA | 552 | $37.1M | $30K |
| Excella, Inc. 401(k) Plan | Excella, Inc. | VA | 462 | $47.3M | $79K |
| Nuaxis Innovations 401(k) Plan | Nuaxis LLC DBA Nuaxis Innovation | VA | 443 | $16.3M | $61K |
| Dark Wolf Solutions, LLC 401(k) Plan | Dark Wolf Solutions, LLC | VA | 404 | $25.5M | $31K |
| FTS International, LLC 401(k) Profit Sharing Plan | FTS International, LLC | VA | 383 | $101M | $36K |
| Riva Solutions 401(k) Plan | Riva Solutions, Inc. | VA | 372 | $13.7M | $37K |
| The Informatics Applications Group 401(k) Profit Sharing Plan | The Informatics Applications Group, Inc. | VA | 369 | $25.9M | $56K |
| Fundrise 401(k) Plan | Rise Companies Corp. | DC | 341 | $26.6M | $104K |
| Link Solutions, Inc. 401(k) Plan | Link Solutions, Inc. | VA | 338 | $6.5M | $17K |
| Wildfire Defense Systems 401(k) Plan | Wildfire Defense Systems | MT | 334 | $6.3M | $31K |
| Community Health Care, Inc. 401(k) Profit Sharing Plan | Community Health Care, Inc. | OH | 320 | $25.2M | $9,921 |
| Vetsez 401(k) Plan | Veterans Ez Info, Inc. | CA | 292 | $12.8M | $28K |
| Community Health Care Center 401(k) Plan | Community Health Care Center Inc. | MT | 286 | $6.0M | $16K |
| Jefferson Consulting Group LLC 401(k) PS Plan | Jefferson Consulting Group, LLC | DC | 286 | $10.5M | $38K |
| Plateau Software Inc. 401(k) | Plateau Software, Inc. DBA Plateau GRP | VA | 279 | $8.2M | $26K |
| Tiber Creek Consulting, Inc. 401(k) Plan | Tiber Creek Consulting, Inc. | VA | 271 | $36.4M | $10K |
| Cambridge International Systems, Inc. 401(k) Plan | Cambridge International Systems | VA | 250 | $22.0M | $25K |
| Origene Technologies, Inc. 401(k) Plan | Origene Technologies, Inc. | MD | 225 | $24.2M | $40K |
| Optoro, Inc. 401(k) Profit Sharing Plan & Trust | Optoro, Inc. | DC | 218 | $17.3M | $31K |
| B&a 401(k) Plan | Bart & Associates, LLC | VA | 213 | $20.5M | $32K |
| Adf International Montana 401(k) Plan | Adf International | MT | 210 | $3.7M | $17K |
| Aptara, Inc. 401(k) Plan | Aptara Inc. | VA | 208 | $13.2M | $35K |
| Maxisiq, Inc. 401(k) Plan | Maxisiq, Inc. | VA | 202 | $18.5M | $15K |
| B. Frank Joy, LLC Retirement Retirement Plan | B. Frank Joy LLC | DC | 194 | $5.3M | $14K |
| Codac, Inc. Retirement Plan | Codac, Inc. | RI | 192 | $865K | $8,565 |
| Innovate!, Inc. Retirement Trust | Innovate, Inc. | VA | 129 | $12.5M | $35K |
| Monument Academy Inc. 401(k) Profit Sharing Plan & Trust | Monument Academy Inc. | DC | 129 | $2.2M | $12K |
| Xcorp Solutions 401(k) Plan | Xcorp Solutions, Inc. | VA | 118 | $3.9M | $22K |
Questions and answers
How many plans does The Capital Group Inv Advisory serve?
34 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 The Capital Group Inv Advisory?
The median plan reported $90.79 per participant in direct and indirect compensation (34 plans reporting an amount), or 0.25% 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 Investment advisory (plan) (20 plans), Recordkeeping and information management (7 plans), Investment advisory (participants) (6 plans) and Investment management (4 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.