# The Capital Group Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-capital-group-companies-inc-860206507-511

> The Capital Group Companies, INC.'s 401(k) plan: 412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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