Capital Research Management

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

2,219

Total plan assets

$60.8M

Filings (rows)

Direct comp

$49K

Indirect comp

Showing only "CAPITAL RESEARCH MANAGEMENT"

View all 26 variants aggregated →

CAPITAL RESEARCH AND MANAGEMENT CO100 CAPITAL RESEARCH AND MANAGEMENT44 CAPITAL RESEARCH & MANAGEMENT CO33 CAPITAL RESEARCH AND27 CAPITAL RESEARCH AND MANAGEMENT COM26 CAPITAL RESEARCH MANAGEMENT16

SERVICES PROVIDED

Recordkeeper15

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Richard Lundgren, Inc. Richard Lundgren, Inc. 401(k) Plan · all filings	AUBURN, MA	Recordkeeper	267	$10.1M	$2K	$0
Richard Lundgren, Inc. Richard Lundgren, Inc. 401(k) Plan · all filings	AUBURN, MA	Recordkeeper	268	$8.2M	$2K	$0
International Institute of New England, Inc. International Institute of New England 403(b) Plan · all filings	BOSTON, MA	Recordkeeper	288	$6.9M	$5K	$0
Richard Lundgren, Inc. Richard Lundgren, Inc. 401(k) Plan · all filings	AUBURN, MA	Recordkeeper	251	$6.4M	$2K	$0
International Institute of New England, Inc. International Institute of New England 403(b) Plan · all filings	BOSTON, MA	Recordkeeper	247	$5.1M	$3K	$0
Perfect Health, Inc. Perfect Health 401(k) Plan · all filings	WOBURN, MA	Recordkeeper	296	$4.8M	$12K	$0
Bear Hill Healthcare LLC Bear Hill Healthcare 401(k) Profit Sharing Plan · all filings	STONEHAM, MA	Recordkeeper	88	$4.0M	$1K	$0
International Institute of New England, Inc. International Institute of New England 403(b) Plan · all filings	BOSTON, MA	Recordkeeper	123	$3.8M	$955	$0
Bear Hill Healthcare LLC Bear Hill Healthcare 401(k) Profit Sharing Plan · all filings	STONEHAM, MA	Recordkeeper	85	$3.8M	$1K	$0
SET Management, LLC SET Management, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Recordkeeper	21	$2.3M	$0	$0
SET Management, LLC SET Management, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Recordkeeper	18	$1.9M	$0	$0
SET Management, LLC SET Management, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Recordkeeper	18	$1.6M	$0	$0
Eastern Orthodox Management Corp. HOLY Trinity Nursing & Rehab Center 403(b) Plan · all filings	WORCESTER, MA	Recordkeeper	109	$1.1M	$2K	$0
Alternative Services-Northeast, Inc. ASI-NE Company Sponsored Pension Plan · all filings	LEWISTON, ME	Recordkeeper	140	$980K	$1K	$0
SET Management, LLC SET Management, LLC 401(k) Profit Sharing Plan · all filings	PORTLAND, OR	Recordkeeper	0	$0	$0	$0
Pilgrim Parking, Inc. Pilgrim Parking, Inc. 401(k) Profit Sharing Plan · all filings	BOSTON, MA	Advisor / Consultant	0	$0	$15K	$0