Original filing (PDF)20240723134945NAL0011857105001

THE CAPITAL GROUP, LLC

Name: THE CAPITAL GROUP, LLC — THE CAPITAL GROUP RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: THE CAPITAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE CAPITAL GROUP RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CAPITAL GROUP, LLC.

Plan sponsor

Name

THE CAPITAL GROUP, LLC

EIN

43-1729366

Address

12400 OLIVE BLVD., SUITE 328 · ST. LOUIS, MO · 631415457

Phone

(314) 567-4225

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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