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

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
UBS Financial Services Inc. UBS Financial Services Inc. Pension Plan · all filings	WEEHAWKEN, NJ	Other service providers	1,124	$644.3M	$136K	$0
UBS Financial Services Inc. UBS Financial Services Inc. Pension Plan · all filings	WEEHAWKEN, NJ	Other service providers	973	$631.0M	$83K	$0
UBS Financial Services Inc. UBS Financial Services Inc. Pension Plan · all filings	WEEHAWKEN, NJ	Other service providers	877	$578.7M	$74K	$0