How big is The Capital Group Financial Services, LLC's plan?

The Capital Group Financial Services, LLC's plan reported $2.8M in assets and 2 participants for 2025.

Original filing (PDF)20260512094319NAL0013395554001

The Capital Group Financial Services, LLC

Name: The Capital Group Financial Services, LLC — Form 5500 Plan 001 (2025)
Creator: The Capital Group Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Capital Group Financial Services, LLC 401(k) Plan

401(k) retirement plan · The Capital Group Financial Services, LLC's The Capital Group Financial Services, LLC 401(k) Plan held $2.8M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Barry Misbin signed The Capital Group Financial Services, LLC's 2025 Form 5500 as plan administrator.

Barry Misbin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Capital Group Financial Services, LLC's EIN is 85-2667018.

EIN 85-2667018

Plan number 001

Plan year 2025

ACK ID 20260512094319NAL0013395554001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

The Capital Group Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CAPITAL GROUP FINANCIAL SERVICES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

THE CAPITAL GROUP FINANCIAL SERVICES, LLC

EIN

all filings

Address

300 JEFFERSON BLVD., SUITE 205 · WARWICK, RI · 02888

Phone

(401) 943-2210

Industry

Finance & Insurance

Plan administrator