Original filing (PDF)20251014161050NAL0006751506001

CAPITAL RESEARCH AND CONSULTING, LLC

Name: CAPITAL RESEARCH AND CONSULTING, LLC — CAPITAL RESEARCH & CONSULTING, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL RESEARCH AND CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

CAPITAL RESEARCH & CONSULTING, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 CAPITAL RESEARCH AND CONSULTING, LLC.

Plan sponsor

Name

CAPITAL RESEARCH AND CONSULTING, LLC

EIN

95-4660745

Address

15 S. RAYMOND AVENUE · SUITE 200 · PASADENA, CA · 911051979

Phone

(626) 844-1441

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

OLD MISSION INVESTMENT COMPANY, LLC

OLD MISSION INVESTMENT COMPANY 401K PLAN

$4.6M · 11 participants

PACNORTH RETIREMENT GROUP, LLC

PACNORTH RETIREMENT GROUP 401(K) PLAN

$4.6M · 9 participants

OFG FINANCIAL SERVICES, INC.

OFG FINANCIAL SERVICES, INC. 401(K) PLAN

$4.6M · 11 participants

SIGNAL SECURITIES, INC.

SIGNAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$4.6M · 7 participants

HILLCREST CAPITAL ADVISORS

HILLCREST CAPITAL ADVISORS 401(K) PLAN