American Funds — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, American Funds is reported as a service provider on 156 loaded Form 5500 filing(s) across 154 plan sponsor(s) and 156 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $233,616 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $233,616
- Reported indirect compensation
- $0
- Total reported compensation
- $233,616
- Filings
- 156
- Plan sponsors
- 154
- Plans
- 156
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Michelsen Packaging Company | WA | 1 | $40,883 |
| Willamette Valley Vineyards Inc. | OR | 1 | $36,565 |
| Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) | MI | 1 | $33,448 |
| Mdu Resources Group, Inc. | ND | 1 | $24,367 |
| All Ways Safe, LLC | PA | 1 | $22,385 |
| Rp Construction Services, Inc. | CA | 1 | $10,473 |
| Stanford Health Care | CA | 1 | $9,130 |
| Rivercap Holdings, LLC | OH | 1 | $8,678 |
| Personnel Outsource Solutions, Inc. | NC | 1 | $7,275 |
| Timco Logistics Systems, Inc. | TX | 1 | $5,570 |
State footprint
Plans reporting American Funds are sponsored in CA (19), TX (13), OH (10), MA (9), IL (9), FL (8), MD (8), TN (8), NY (7), MI (6), NC (6), MO (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Michelsen Packaging Company | Michelsen Packaging Company 401k Plan | 2023 | $40,883 | not reported in the loaded dataset |
| Willamette Valley Vineyards Inc. | Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $36,565 | not reported in the loaded dataset |
| Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) | Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan | 2023 | $33,448 | not reported in the loaded dataset |
| Mdu Resources Group, Inc. | Mdu Resources Group, Inc. Master Trust | 2023 | $24,367 | $0 |
| All Ways Safe, LLC | All Ways Safe, LLC 401(K) Plan | 2023 | $22,385 | not reported in the loaded dataset |
| Rp Construction Services, Inc. | Rp Construction Services, Inc. 401(K) Plan | 2023 | $10,473 | not reported in the loaded dataset |
| Stanford Health Care | The Committee For The Recognition Of Nursing Achievement (Crona) Section 403(B) Retirement Plan | 2023 | $9,130 | $0 |
| Rivercap Holdings, LLC | Rivercap Holdings, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $8,678 | $0 |
| Personnel Outsource Solutions, Inc. | Personnel Outsource 401(K) Plan | 2023 | $7,275 | not reported in the loaded dataset |
| Timco Logistics Systems, Inc. | Timco Logistics Systems, Inc. 401(K) Plan | 2023 | $5,570 | $0 |
| Blossom Ridge Home Health Agency LLC | Blossom Ridge Home Health Agency LLC 401(K) Profit Sharing Plan | 2023 | $5,480 | not reported in the loaded dataset |
| Neva One LLC | Neva One 401k Plan | 2023 | $3,650 | $0 |
| M.H. Masonry & Associates, Inc. | M.H. Masonry & Associates, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $3,203 | $0 |
| Coordinated Transportation Solutions, Inc. | Cts, Inc. 403(B) Plan | 2023 | $3,177 | $0 |
| 3-G Construction Co., Inc. | 3-G Construction Co., Inc. 401(K) Plan | 2023 | $2,703 | not reported in the loaded dataset |
| Alternative Services-Northeast, Inc. | Asi-Ne Company Sponsored Pension Plan | 2023 | $2,395 | $0 |
| Pacific Automotive Group, LLC | Pacific Automotive Group 401(K) Plan | 2023 | $2,200 | not reported in the loaded dataset |
| Community Legal Aid, Inc. | Community Legal Aid 401(K) Plan | 2023 | $2,165 | $0 |
| Arcules, Inc. | Arcules, Inc. 401(K) Profit Sharing Plan | 2023 | $2,124 | not reported in the loaded dataset |
| Calplant 1 LLC | Calplant 1 LLC 401k Profit Sharing Plan | 2023 | $2,050 | not reported in the loaded dataset |
| St. Louis Heart & Vascular, P.C. | St. Louis Heart & Vascular 401k Plan | 2023 | $1,350 | $0 |
| Tripoint Solutions, LLC | Tripoint Solutions 401 K Profit Sharing Plan | 2023 | $1,130 | $0 |
| Bankonit, LLC | Bankonit Retirement Savings Plan | 2023 | $1,050 | $0 |
| Vero Foods, LLC | Vero Foods, LLC/Courage Productions,LLC 401(K) Plan | 2023 | $925 | not reported in the loaded dataset |
| Hart Brothers Construction Dba Aquatic Technologies | Aquatic Technologies, Inc. Employees 401k Plan | 2023 | $500 | $0 |
| Encore Services, LLC | Encore Services, LLC 401(K) Retirement Savings Plan | 2023 | $450 | $0 |
| College For Creative Studies | College For Creative Studies 403(B) Retirement Plan | 2023 | $290 | $0 |
| The Miller-Clapperton Partnership, Inc. | The Miller-Clapperton Partnership, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Corecentric Solutions, Inc. | Corecentric Solutions 401(K) Plan | 2023 | $0 | $0 |
| Sunland Employee Leasing, LLC | Sunland Employee Leasing, LLC 401(K) Plan | 2023 | $0 | $0 |
| Crayon Inc. | Crayon 401(K) Plan | 2023 | $0 | $0 |
| E.R. Jahna Industries, Inc. | E.R. Jahna Industries, Inc. 401(K) Plan | 2023 | $0 | $0 |
| The Laub Company, Inc. Dba Ibmc College | Ibmc College 401(K) Plan | 2023 | $0 | $0 |
| Sam Carbis Solutions Group, LLC | Sam Carbis Solutions Group, LLC 401(K) Plan | 2023 | $0 | $0 |
| Hartman Newspapers L.P. | Hartman Newspapers, L.P. 401(K) Profit Sharing Plan | 2023 | $0 | not reported in the loaded dataset |
| Culture Amp, Inc. | Culture Amp, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Tangent Technologies, LLC | Tangent Technologies, LLC 401(K) | 2023 | $0 | $0 |
| Brightway Insurance, LLC | Brightway Insurance 401(K) Plan | 2023 | $0 | $0 |
| Prescient Co. LLC | Prescient Co. LLC Retirement Plan | 2023 | $0 | $0 |
| Silvus Technologies, Inc. | Silvus Technologies, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Law Family Companies | Law Family Companies 401(K) Plan | 2023 | $0 | $0 |
| Databank Holdings, Ltd. | Databank Holdings 401(K) Plan | 2023 | $0 | $0 |
| Ibew Local Union No. 99 | International Brotherhood Of Electrical Workers Local Union No. 99 Annuity Plan | 2023 | $0 | $0 |
| Terry'S Electric, Inc. | Terry'S Electric 401(K) Savings Plan | 2023 | $0 | $0 |
| Fikes Wholesale Inc. | The Fikes Companies Profit Sharing Plan & Trust | 2023 | $0 | $0 |
| The Harker School | The Harker School 403(B) Tax-Deferred Annuity Plan | 2023 | $0 | $0 |
| Orchard Therapeutics North America | Orchard Therapeutics 401(K) Plan | 2023 | $0 | $0 |
| Pugh Lubricants LLC | Cadence Petroleum Group Employees' Supplemental Retirement 401(K) Plan | 2023 | $0 | $0 |
| Five Star Transportation, Inc. | Five Star Transportation, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Generational Equity LLC | Generational Equity, LLC 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Michelsen Packaging Company 401k Plan (plan 001)
- Michelsen Packaging Company — all reported plans
- Willamette Valley Vineyards Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Willamette Valley Vineyards Inc. — all reported plans
- Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan (plan 002)
- Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) — all reported plans
- Mdu Resources Group, Inc. Master Trust (plan 003)
- Mdu Resources Group, Inc. — all reported plans
- All Ways Safe, LLC 401(K) Plan (plan 001)
- All Ways Safe, LLC — all reported plans
- Rp Construction Services, Inc. 401(K) Plan (plan 001)
- Rp Construction Services, Inc. — all reported plans
- The Committee For The Recognition Of Nursing Achievement (Crona) Section 403(B) Retirement Plan (plan 004)
- Stanford Health Care — all reported plans
- Rivercap Holdings, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Rivercap Holdings, LLC — all reported plans
- Personnel Outsource 401(K) Plan (plan 001)
- Personnel Outsource Solutions, Inc. — all reported plans
- Timco Logistics Systems, Inc. 401(K) Plan (plan 001)
- Timco Logistics Systems, Inc. — all reported plans
- Blossom Ridge Home Health Agency LLC 401(K) Profit Sharing Plan (plan 001)
- Blossom Ridge Home Health Agency LLC — all reported plans
- Neva One 401k Plan (plan 001)
- Neva One LLC — all reported plans
- M.H. Masonry & Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- M.H. Masonry & Associates, Inc. — all reported plans
- Cts, Inc. 403(B) Plan (plan 001)
- Coordinated Transportation Solutions, Inc. — all reported plans
- 3-G Construction Co., Inc. 401(K) Plan (plan 001)
- 3-G Construction Co., Inc. — all reported plans
- Asi-Ne Company Sponsored Pension Plan (plan 001)
- Alternative Services-Northeast, Inc. — all reported plans
- Pacific Automotive Group 401(K) Plan (plan 001)
- Pacific Automotive Group, LLC — all reported plans
- Community Legal Aid 401(K) Plan (plan 001)
- Community Legal Aid, Inc. — all reported plans
- Arcules, Inc. 401(K) Profit Sharing Plan (plan 001)
- Arcules, Inc. — all reported plans
- Calplant 1 LLC 401k Profit Sharing Plan (plan 001)
- Calplant 1 LLC — all reported plans
- St. Louis Heart & Vascular 401k Plan (plan 002)
- St. Louis Heart & Vascular, P.C. — all reported plans
- Tripoint Solutions 401 K Profit Sharing Plan (plan 001)
- Tripoint Solutions, LLC — all reported plans
- Bankonit Retirement Savings Plan (plan 001)
- Bankonit, LLC — all reported plans
- Vero Foods, LLC/Courage Productions,LLC 401(K) Plan (plan 003)
- Vero Foods, LLC — all reported plans
- Aquatic Technologies, Inc. Employees 401k Plan (plan 001)
- Hart Brothers Construction Dba Aquatic Technologies — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources