AUMdb

Capital Retirement Savings Plan

Sponsored by Capital Group Companies, Inc. · EIN 860206507 · Plan #002

Total assets
$8.2B
Net assets
$8.1B
Active participants
8,086
With balances
12,268

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Solutions Llc Recordkeeping, Participant loan processing, Direct payment from the plan $28,100
Fidelity Investments Recordkeeping fees, Account maintenance fees $2,225