CAPITAL GROUP PRIVATE CLIENT SERV

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

2,974

Total plan assets

$1.9B

Filings (rows)

Direct comp

$293K

Indirect comp

Showing only "CAPITAL GROUP PRIVATE CLIENT SERV"

View all 50 variants aggregated →

CAPITAL GROUP RETIREMENT PLAN SVCS1,622 CAPITAL GROUP RETIREMENT PLAN SERVI806 CAPITAL GROUP RETIREMENT PLAN SERV225 CAPITAL GROUP99 CAPITAL GROUP RETIREMENT PLAN84 CAPITAL GROUP RETIREMENT SERVICES55

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN	WEEHAWKEN, NJ	Other service providers	1,124	$644.3M	$136K	$0
UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN	WEEHAWKEN, NJ	Other service providers