Capital Group

Third-Party Administrator

Los Angeles, CA

About Capital Group

<p>Capital Group is a retirement plan administrator that handles plan design, compliance, and recordkeeping for workplace retirement plans. Founded in 1931, the firm is known as the home of American Funds and works with both financial professionals and institutions on retirement plan services.</p> <p>Headquartered in the Los Angeles metro, Capital Group also has a major presence in Carmel, Indiana, serving plan sponsors across the U.S. and supporting organizations with multi-location needs. The firm employs about 9,300 people.</p> <p>Capital Group is not a CPA firm and does not perform employee benefit plan audits. Instead, it operates as part of the broader <a href="/retirement-plans">retirement plan providers</a> market, pairing administration and recordkeeping with investment management resources. As of 2025, Capital Group reports 535 clients and $81.4B in AUM.</p> <p>What differentiates Capital Group is its long operating history paired with deep investment research through the American Funds platform, which many plan sponsors use alongside day-to-day plan administration.</p> <ul> <li>Plan design support for employer-sponsored retirement plans</li> <li>Compliance services and required plan support</li> <li>Recordkeeping and participant account administration</li> <li>Investment options associated with American Funds</li> </ul>

Website: https://capitalgroup.com

Founded: 1931

Employees: 9300

Office Locations

  • Los Angeles, CA (Headquarters)
  • Los Angeles, CA (Headquarters)
  • Los Angeles, CA (Headquarters)
  • Carmel, IN (Headquarters)

Services Offered

  • Plan Design Consulting
  • Compliance Services
  • Recordkeeping

Client Statistics (2025)

  • Total Clients: 19,753
  • Total AUM: $81.4B
  • Total Participants: 3,116,150

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
MICHELSEN PACKAGING COMPANY 401K PLAN MICHELSEN PACKAGING COMPANY, WA $70M 150
FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C, WV $50M 75
PARKER AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN PARKER MOTORS, INC., ID $44M 325
SOUTHWEST MISSOURI BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN SOUTHWEST MISSOURI BANCORPORATION, INC., MO $32M 227
WARD KRAFT RETIREMENT PLAN WK HOLDING COMPANY, INC, KS $30M 215
401(k) Retirement Plan Healthcare Sponsor, ID $24M 123
401(k) Retirement Plan Manufacturing Sponsor, NY $23M 196
401(k) Retirement Plan Professional Services Sponsor, OH $22M 341
401(k) Retirement Plan Technology Sponsor, CA $22M 634

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