Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
CAPITAL RESEARCH ADVISORS, LLC
EIN 51-0443693investment managementLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
3011 SUTTON GATE DRIVE, 2ND FLOOR, SUITE 240 - SUWANEE, GA 30024770-925-1000capitalresearchadvisors.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CAPITAL RESEARCH ADVISORS, LLC DB PLAN
TraditionalDB
Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CAPITAL RESEARCH ADVISORS, LLC 401(K) PLAN
401k
Assets$746K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CAPITAL RESEARCH ADVISORS, LLC DB PLAN | TraditionalDB | $1.2M | 4 | 2024 | |
| 001 | CAPITAL RESEARCH ADVISORS, LLC 401(K) PLAN | 401k | $746K | 2 | 2024 |
Retirement plans