Capital Group Investment ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

158

Total plan assets

$25.8M

Filings (rows)

Direct comp

$48K

Indirect comp

$11K

Showing only "CAPITAL GROUP INVESTMENT ADV"

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CAPITAL GROUP RETIREMENT PLAN SVCS1,629 CAPITAL GROUP RETIREMENT PLAN SERVI809 CAPITAL GROUP RETIREMENT PLAN SERV225 CAPITAL GROUP100 CAPITAL GROUP RETIREMENT PLAN84 CAPITAL GROUP RETIREMENT SERVICES57

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Clearedge IT Solutions, LLC Clearedge IT Solutions, LLC 401(k) P/S Plan · all filings	JESSUP, MD	Advisor / Consultant	63	$23.5M	$48K	$0
The Rehancement Group The Rehancement Group, Inc. Retirement Savings Plan · all filings	MCLEAN, VA	Other service providers	95	$2.2M	$0	$11K