Capital Group Retirement Plan Svcs. — 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, Capital Group Retirement Plan Svcs. is reported as a service provider on 511 loaded Form 5500 filing(s) across 508 plan sponsor(s) and 508 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,151,991 and reported indirect compensation totals $2,200.
Reported compensation summary
- Reported direct compensation
- $8,151,991
- Reported indirect compensation
- $2,200
- Total reported compensation
- $8,154,191
- Filings
- 511
- Plan sponsors
- 508
- Plans
- 508
- 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 |
|---|---|---|---|
| Beacon Sales Acquisition, Inc. | VA | 1 | $610,034 |
| Ergon, Inc. | MS | 1 | $345,182 |
| Trader Joe'S Company | CA | 1 | $320,059 |
| Stanley Electric Holding Company Of America | OH | 1 | $222,916 |
| Palletone, Inc. | FL | 1 | $168,780 |
| Smithgroup Companies, Inc. | MI | 1 | $136,389 |
| Omh Healthedge Holdings, Inc. | FL | 1 | $135,728 |
| Allegiance Health Management, Inc. | LA | 1 | $111,826 |
| Engineering Consulting Services, Ltd. | VA | 1 | $109,297 |
| Shift4 Payments, LLC | PA | 1 | $106,902 |
State footprint
Plans reporting Capital Group Retirement Plan Svcs. are sponsored in CA (64), IL (36), PA (31), OH (28), MI (27), NY (24), TX (23), TN (20), VA (19), MN (17), MO (16), WA (14).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Beacon Sales Acquisition, Inc. | Beacon Sales Acquisition, Inc. 401(K) Profit Sharing Plan | 2023 | $610,034 | $0 |
| Ergon, Inc. | Ergon 401(K) Plan | 2023 | $345,182 | $0 |
| Trader Joe'S Company | Trader Joe'S Company Retirement Plan | 2023 | $320,059 | $0 |
| Stanley Electric Holding Company Of America | Stanley Electric Associates 401k Plan | 2023 | $222,916 | $0 |
| Palletone, Inc. | Palletone, Inc. 401(K) Retirement Plan | 2023 | $168,780 | $0 |
| Smithgroup Companies, Inc. | The Smithgroup Retirement Accumulation Plan | 2023 | $136,389 | $0 |
| Omh Healthedge Holdings, Inc. | Omh Healthedge Holdings, Inc. 401(K) Plan | 2023 | $135,728 | $0 |
| Allegiance Health Management, Inc. | Allegiance Health Management Retirement Savings Plan | 2023 | $111,826 | $0 |
| Engineering Consulting Services, Ltd. | Engineering Consulting Services, Ltd. 401(K) Retirement Plan | 2023 | $109,297 | $0 |
| Shift4 Payments, LLC | Shift4 401(K) Plan | 2023 | $106,902 | $0 |
| Majco LLC | Majco LLC Dba Big Brand Tire & Service 401(K) Profit Sharing Plan | 2023 | $102,949 | $0 |
| Gulfside Casino Partnership | Gulfside Casino Partnership 401(K) Plan | 2023 | $89,288 | $0 |
| O'Reilly Hospitality Management, LLC | O'Reilly Hospitality Management, LLC 401(K) Plan | 2023 | $87,147 | $0 |
| Mitchell Grocery Corporation | Mitchell Grocery Corporation Profit Sharing/401(K) Plan | 2023 | $85,212 | $0 |
| Great Southern Wood Preserving, Inc. | Great Southern Wood Preserving, Inc. 401(K) Salary Deferral Plan | 2023 | $82,056 | $0 |
| Maxim Crane Works, Lp | Maxim Crane Works Lp 401(K) Plan | 2023 | $81,298 | $0 |
| Oberg Industries, LLC | The Savings & Investment Plan For Employees Of Oberg Industries LLC | 2023 | $73,001 | $0 |
| Jeff Wyler Automotive Family, Inc. | Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust | 2023 | $69,686 | $0 |
| The Presbyterian Homes, Inc. | The Presbyterian Homes, Inc. 401(K) Retirement Plan | 2023 | $69,565 | $0 |
| Tuolumne Band Of Me-Wuk Indians | Tuolumne Me-Wuk Tribal Council Retirement 401(K) Plan | 2023 | $61,970 | $0 |
| Navarro Research And Engineering, Inc. | Navarro Research And Engineering, Inc. 401(K) Plan | 2023 | $61,963 | $0 |
| Select Rehabilitation, LLC | Select Rehabilitation, LLC 401(K) Plan And Trust | 2023 | $60,974 | $0 |
| Lindsay Chevrolet, LLC | Lindsay Automotive Family Retirement Plan | 2023 | $59,843 | $0 |
| Sapp Bros., Inc. | Sapp Bros., Inc. Retirement Plan | 2023 | $59,712 | $0 |
| Mb2 Dental Solutions | Mb2 Dental Solutions 401(K) Plan | 2023 | $56,936 | $0 |
| Memorialcare Medical Group | Memorialcare Medical Group Savings And Retirement Plan | 2023 | $56,500 | $0 |
| Kay And Associates, Inc. | Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan | 2023 | $53,991 | $0 |
| Universal Fibers, Inc. | Universal Fibers, Inc. Associates Savings Plan | 2023 | $51,283 | $0 |
| Waldorf Ford, Inc. | Waldorf Ford, Inc. Salary Deferral 401(K) Profit Sharing Plan | 2023 | $50,602 | $0 |
| Empower Federal Credit Union | Empower Federal Credit Union 401(K) Plan | 2023 | $50,530 | $0 |
| Methods Machine Tools, Inc. | Methods Machine Tools, Inc. Retirement Savings Plan | 2023 | $50,374 | $0 |
| Community Health Centers Of The Rutland Region | Community Health Centers Of The Rutland Region 403(B) Retirement Plan | 2023 | $49,887 | $0 |
| Jim Brown Chevrolet Inc. | Jim Brown Chevrolet, Inc. Dba Classic Chevrolet 401(K) Plan | 2023 | $49,763 | $0 |
| Black Hills Surgical Hospital, Llp | Black Hills Surgical Hospital 401(K) And Profit Sharing Plan | 2023 | $49,603 | $0 |
| Midwest Bus Sales, Inc. | Midwest Bus Sales Inc. Retirement Plan | 2023 | $48,326 | $0 |
| Acousti Engineering Company Of Florida | Acousti Engineering Company Of Florida 401(K) Plan | 2023 | $46,839 | $0 |
| Pinnacle Bank | Pinnacle Financial Partners, Inc. 401(K) Plan | 2023 | $43,802 | $0 |
| Qps, LLC | Qps, LLC 401(K) Plan | 2023 | $43,795 | $0 |
| Plantation Management Company, LLC | Plantation Management Company 401(K) Plan | 2023 | $42,189 | $0 |
| Campbell Oil Company, Inc. | The Campbell Oil Company 401(K) Plan | 2023 | $42,009 | $0 |
| United Community Bancorp, Inc. | United Community Bancorp, Inc. 401(K) Plan | 2023 | $41,794 | $0 |
| Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) | Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan | 2023 | $40,230 | not reported in the loaded dataset |
| J. D. Eckman, Inc. | J. D. Eckman, Inc. 401k Savings Plan | 2023 | $40,142 | $0 |
| Schnabel, Inc. D/B/A Schnabel Engineering, Inc. | Schnabel, Inc. 401(K) And Profit Sharing Plan | 2023 | $39,534 | $0 |
| Sherwood Management Co., Inc. | Sherwood Management Co., Inc. & Associated 401(K) Profit Sharing Plan | 2023 | $37,501 | $0 |
| Bright Harbor Healthcare | Bright Harbor Healthcare Tax Sheltered Annuity Plan | 2023 | $35,933 | $0 |
| Oberweis Dairy, Inc. | Oberweis Dairy, Inc. 401(K) Profit Sharing Plan | 2023 | $35,254 | $0 |
| Tyndale House Ministries | Tyndale House Ministries 401(K) Plan | 2023 | $35,104 | $0 |
| Ussc Acquisition Corp. | Ussc Retirement Plan | 2023 | $34,995 | $0 |
| Keypath Education, LLC | Keypath Education, LLC 401(K) Plan | 2023 | $34,989 | $0 |
Related Form 5500 pages
- Beacon Sales Acquisition, Inc. 401(K) Profit Sharing Plan (plan 001)
- Beacon Sales Acquisition, Inc. — all reported plans
- Ergon 401(K) Plan (plan 002)
- Ergon, Inc. — all reported plans
- Trader Joe'S Company Retirement Plan (plan 002)
- Trader Joe'S Company — all reported plans
- Stanley Electric Associates 401k Plan (plan 001)
- Stanley Electric Holding Company Of America — all reported plans
- Palletone, Inc. 401(K) Retirement Plan (plan 001)
- Palletone, Inc. — all reported plans
- The Smithgroup Retirement Accumulation Plan (plan 001)
- Smithgroup Companies, Inc. — all reported plans
- Omh Healthedge Holdings, Inc. 401(K) Plan (plan 001)
- Omh Healthedge Holdings, Inc. — all reported plans
- Allegiance Health Management Retirement Savings Plan (plan 001)
- Allegiance Health Management, Inc. — all reported plans
- Engineering Consulting Services, Ltd. 401(K) Retirement Plan (plan 001)
- Engineering Consulting Services, Ltd. — all reported plans
- Shift4 401(K) Plan (plan 001)
- Shift4 Payments, LLC — all reported plans
- Majco LLC Dba Big Brand Tire & Service 401(K) Profit Sharing Plan (plan 005)
- Majco LLC — all reported plans
- Gulfside Casino Partnership 401(K) Plan (plan 001)
- Gulfside Casino Partnership — all reported plans
- O'Reilly Hospitality Management, LLC 401(K) Plan (plan 001)
- O'Reilly Hospitality Management, LLC — all reported plans
- Mitchell Grocery Corporation Profit Sharing/401(K) Plan (plan 002)
- Mitchell Grocery Corporation — all reported plans
- Great Southern Wood Preserving, Inc. 401(K) Salary Deferral Plan (plan 002)
- Great Southern Wood Preserving, Inc. — all reported plans
- Maxim Crane Works Lp 401(K) Plan (plan 003)
- Maxim Crane Works, Lp — all reported plans
- The Savings & Investment Plan For Employees Of Oberg Industries LLC (plan 003)
- Oberg Industries, LLC — all reported plans
- Jeff Wyler Automotive Family, Inc. Retirement Savings Plan And Trust (plan 001)
- Jeff Wyler Automotive Family, Inc. — all reported plans
- The Presbyterian Homes, Inc. 401(K) Retirement Plan (plan 003)
- The Presbyterian Homes, Inc. — all reported plans
- Tuolumne Me-Wuk Tribal Council Retirement 401(K) Plan (plan 005)
- Tuolumne Band Of Me-Wuk Indians — all reported plans
- Navarro Research And Engineering, Inc. 401(K) Plan (plan 001)
- Navarro Research And Engineering, Inc. — all reported plans
- Select Rehabilitation, LLC 401(K) Plan And Trust (plan 001)
- Select Rehabilitation, LLC — all reported plans
- Lindsay Automotive Family Retirement Plan (plan 001)
- Lindsay Chevrolet, LLC — all reported plans
- Sapp Bros., Inc. Retirement Plan (plan 001)
- Sapp Bros., Inc. — all reported plans
- Mb2 Dental Solutions 401(K) Plan (plan 001)
- Mb2 Dental Solutions — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources