Plan Snapshot
- Plan Sponsor: The Capital Group Companies, INC.
- Sponsor EIN: 860206507
- Sponsor Address: 400 SOUTH HOPE STREET, LOS ANGELES, CA, 90071
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 9,319
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 9,319 | $0 | $0 | $0 |
| 2024 | 9,300 | $0 | $0 | $0 |
| 2023 | 8,846 | $0 | $0 | $0 |
| 2022 | 9,269 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHEM BLUE CROSS LIFE AND HEALTH | Other Service Provider | $5,482,639 | — | $5,482,639 |
| LYRA HEALTH, INC. | Other Service Provider | $1,330,498 | — | $1,330,498 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $480,423 | — | $480,423 |
| CIGNA | Other Service Provider | $423,807 | $291 | $424,098 |
| LYRA HEALTH, INC. | Other Service Provider | $333,320 | — | $333,320 |
| MATRIX ABSENCE MANAGEMENT, INC | Other Service Provider | $235,568 | — | $235,568 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,286,546
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |