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  2. The Capital Group Financial Services, LLC

Filings through Oct 24, 2026.

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The Capital Group Financial Services, LLC

EIN 85-2667018-investment banking-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
3
300 JEFFERSON BLVD., SUITE 205 - WARWICK, RI 02888401-943-2210LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$2.8M - 3 part

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Retirement#001

THE CAPITAL GROUP FINANCIAL SERVICES, LLC 401(K) PLAN

401(k)

Assets$2.8M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CAPITAL GROUP FINANCIAL SERVICES, LLC 401(K) PLAN401(k)$2.8M32025
Retirement plans
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