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: 511
- Total Participants: 412
- Total Assets: $1.0M
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. |
|---|---|---|---|---|
| 2024 | 412 | $1.0M | $39,262 | $44,256 |
| 2023 | 380 | $947,065 | $127,953 | $146,498 |
| 2022 | 277 | $576,874 | -$154,560 | -$154,550 |
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 | Recordkeeper | $256,405 | — | $256,405 |
| CIGNA | Other Service Provider | $31,179 | $22 | $31,201 |
| AETNA LIFE INSURANCE COMPANY | Recordkeeper | $25,285 | — | $25,285 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $312,891
- Estimated Expense Ratio: 31.061% of plan assets
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 |
|---|---|---|---|---|---|
| 2024 | $544 | $544 | — | — | — |
| 2023 | -$119,796 | $6,704 | -$126,500 | — | — |
| 2022 | $106,507 | — | -$19,993 | — | $126,500 |