Capital Group Retirement Services — 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 Services is reported as a service provider on 14 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $108,911 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$108,911
Reported indirect compensation
$0
Total reported compensation
$108,911
Filings
14
Plan sponsors
14
Plans
14
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

Plan sponsors reporting the most compensation to Capital Group Retirement Services
SponsorStatePlansReported compensation
Stark Tech Operating Company LLCNY1$39,834
The Lyons National BankNY1$20,761
Home Franchise Concepts, LLCCA1$18,217
Encompass LLCMD1$12,860
Commonwealth Electrical Technologies, Inc.MA1$3,581
Rama Associates LLCNY1$2,521
Greater Pittsburgh Orthopaedic Associates, Inc.PA1$2,288
Ats Automation, Inc.WA1$2,262
The Wildlife Gallery, Inc.MI1$1,979
Hankins Lumber Co. Inc.MS1$1,475

State footprint

Plans reporting Capital Group Retirement Services are sponsored in NY (3), MO (2), MI (2), MD (1), MS (1), PA (1), CA (1), WA (1), ID (1), MA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Stark Tech Operating Company LLCStark Tech 401(K) Profit Sharing Plan2023$39,834$0
The Lyons National BankThe Lyons National Bank 401(K) Profit Sharing Plan2023$20,761$0
Home Franchise Concepts, LLCHome Franchise Concepts Retirement Savings Plan2023$18,217$0
Encompass LLCEncompass LLC 401(K) Profit Sharing Plan2023$12,860$0
Commonwealth Electrical Technologies, Inc.Commonwealth Electrical Technologies, Inc. 401(K) Plan2023$3,581$0
Rama Associates LLCHhdla 401(K) Plan2023$2,521$0
Greater Pittsburgh Orthopaedic Associates, Inc.Greater Pittsburgh Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan2023$2,288$0
Ats Automation, Inc.Ats Automation, Inc. 401(K) Plan2023$2,262$0
The Wildlife Gallery, Inc.The Wildlife Gallery, Inc. 401(K) Plan2023$1,979$0
Hankins Lumber Co. Inc.Hankins Lumber Co. Retirement Plan2023$1,475$0
Easy Living Inc.Easy Living Inc. 401(K) Plan2023$845$0
Idaho Urologic Institute, P.A.Idaho Urologic Institute, P.A. 401k Profit Sharing Plan2023$838$0
Melton Machine & Control CompanyMelton Machine & Control Company 401(K) Plan2023$813$0
Strata Oncology, Inc.Strata Oncology, Inc. Safe Harbor 401(K) Plan2023$637$0

Related Form 5500 pages