Retirement plan

CAPITAL RETIREMENT SAVINGS PLAN

Name: CAPITAL GROUP COMPANIES, INC. - CAPITAL RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: CAPITAL GROUP COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL RETIREMENT SAVINGS PLAN, CAPITAL GROUP COMPANIES, INC.

CAPITAL GROUP COMPANIES, INC.EIN 86-0206507Plan #002PY 2025

333 S HOPE STREET 53RD FLOOR - LOS ANGELES, CA 90071959-975-3820capitalinternational.comLinkedIn1-10 employees

Prospect flagsHigh assets / participantFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed September 30, 2020

Plan administrator

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400 South Hope Street

Los Angeles, CA 90071

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Plans declared (1)

THE CAPITAL GROUP COMPANIES, INC. & PARTICIPATING AFFILIATES SENIOR COMMISSIONED PROFESSIONALS TRANSITION BONUS PLAN4 emp

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Total assets (EOY)

$8159.9M

+15.5% from 2024

Total participants

12,306

+0.4% from 2024

Average account balance

$665,135

+14.9% from 2024

Annual return

15.61%

-0.70 pp from 2024

Benchmarks

See 158 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort158 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$8.16B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$665K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

12,268

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$304.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233	Recordkeeping	$28,100
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786	Recordkeeping Fees	$2,225

Plan features & details

Pension benefit codes2E2F2G2J2R2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

3 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$0 / participant

Recordkeeping$2K100.0%

% of EOY assets

0.000%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: DELOITTE & TOUCHE
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$665,135

$126,505+425.8%

$199,883+232.8%

$126,505+425.8%

Participation rate

99.5%

81.0%+18.5pp

86.8%+12.8pp

81.0%+18.5pp

Annual return

15.61%

14.86%+0.7pp

43.81%-28.2pp

14.86%+0.7pp

Employer contribution / active EE

$26,412

$4,041+553.6%

$6,261+321.8%

$4,041+553.6%

Participant deferral / active EE

$11,252

$6,313+78.2%

$9,138+23.1%

$6,313+78.2%

Admin fee / account holder

$145-99.9%

$17,268-100.0%

$145-99.9%

Provider

Service type

Compensation

ALIGHT SOLUTIONS LLC8 years

Service code 15 · EIN 82-1061233

Recordkeeping

$28,100

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVESTMENTS

Service code 64 · EIN 04-2647786

Recordkeeping Fees

$2,225

CAPITAL RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion