Capital Research Management Company — 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 Research Management Company is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,186 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $6,186
- Reported indirect compensation
- $0
- Total reported compensation
- $6,186
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| International Institute Of New England, Inc. | MA | 1 | $2,593 |
| Richard Lundgren, Inc. | MA | 1 | $2,400 |
| Bear Hill Healthcare LLC | MA | 1 | $1,193 |
| Set Management, LLC | OR | 1 | $0 |
State footprint
Plans reporting Capital Research Management Company are sponsored in MA (3), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Institute Of New England, Inc. | International Institute Of New England 403(B) Plan | 2023 | $2,593 | $0 |
| Richard Lundgren, Inc. | Richard Lundgren, Inc. 401(K) Plan | 2023 | $2,400 | $0 |
| Bear Hill Healthcare LLC | Bear Hill Healthcare 401(K) Profit Sharing Plan | 2023 | $1,193 | $0 |
| Set Management, LLC | Set Management, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- International Institute Of New England 403(B) Plan (plan 002)
- International Institute Of New England, Inc. — all reported plans
- Richard Lundgren, Inc. 401(K) Plan (plan 001)
- Richard Lundgren, Inc. — all reported plans
- Bear Hill Healthcare 401(K) Profit Sharing Plan (plan 001)
- Bear Hill Healthcare LLC — all reported plans
- Set Management, LLC 401(K) Profit Sharing Plan (plan 001)
- Set Management, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources