How big is Capital Group, Inc.'s plan?

Capital Group, Inc.'s plan reported $861K in assets and 3 participants for 2025.

Original filing (PDF)20260506114137NAL0001444595001

Capital Group, Inc.

Name: Capital Group, Inc. — Capitalize 401(k) Profit, Form 5500 (2025)
Creator: Capital Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitalize 401(k) Profit Sharing Plan

401(k) retirement plan · Capital Group, Inc.'s Capitalize 401(k) Profit Sharing Plan held $861K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

Plan identifiers

Capital Group, Inc.'s EIN is 81-1006042.

EIN 81-1006042

Plan number 001

Plan year 2025

ACK ID 20260506114137NAL0001444595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score