The Capital Group Inv Advisory — 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, The Capital Group Inv Advisory is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $413,253 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$413.3KDirect + indirect, across loaded filings$413,253
Plans served11
Plan sponsors11
Filings11
Direct vs. indirect compensation
Direct compensation$413.3K
Indirect compensationNot reported

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation18%Excella, Inc.
Top state share of plans64%VA
Plan sponsors served11
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to The Capital Group Inv Advisory. Bars show relative scale.

  1. 1
    VA · 1 plan(s)
  2. 2
    DC · 1 plan(s)
  3. 3
  4. 4
  5. 5
    MD · 1 plan(s)
  6. 6
    VA · 1 plan(s)
  7. 7
    VA · 1 plan(s)
  8. 8
    VA · 1 plan(s)
  9. 9
    DC · 1 plan(s)
  10. 10
    VA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting The Capital Group Inv Advisory are sponsored, by plan count.

  1. 1
    VA7 plan(s)
  2. 2
    DC2 plan(s)
  3. 3
    MD2 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Excella, Inc.Excella, Inc. 401(K) Plan2023$74,184not reported in the loaded dataset
Rise Companies Corp.Fundrise 401(K) Plan2023$66,625not reported in the loaded dataset
Tista Science And Technology CorporationTista Science And Technology Corporation 401k2023$50,000not reported in the loaded dataset
The Informatics Applications Group, Inc.The Informatics Applications Group 401(K) Profit Sharing Plan2023$47,628not reported in the loaded dataset
Origene Technologies, Inc.Origene Technologies, Inc. 401(K) Plan2023$40,000not reported in the loaded dataset
Fts International, LLCFts International, LLC 401(K) Profit Sharing Plan2023$36,000not reported in the loaded dataset
Aptara Inc.Aptara, Inc. 401(K) Plan2023$29,859not reported in the loaded dataset
Zantech It Services, Inc.Zantech It Services, Inc. 401k Plan2023$25,877not reported in the loaded dataset
Optoro, Inc.Optoro, Inc. 401(K) Profit Sharing Plan & Trust2023$16,964not reported in the loaded dataset
Link Solutions, Inc.Link Solutions, Inc. 401(K) Plan2023$16,116not reported in the loaded dataset
Tiber Creek Consulting, IncTiber Creek Consulting, Inc 401(K) Plan2023$10,000not reported in the loaded dataset

Related Form 5500 pages