Capital Group Companies 401(k) match, vesting and fees
What Capital Group Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Deloitte & Touche (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 104 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Capital Group Companies: employer contribution per participant | $17,408 | |
| Peer median | $3,632 |
| Capital Group Companies: average balance | $664,094 | |
| Peer median | $158,797 |
| Capital Group Companies: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.04% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.1B at the end of plan year 2023 to $8.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,306 | $8.1B | $214M | $17,408 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 12,260 | $7.1B | $190M | $15,549 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Capital Group Companies match 401(k) contributions?
The match terms for the Capital Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $214M in employer contributions, about $17,408 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capital Group Companies 401(k) match vested?
The vesting schedule for the Capital Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capital Group Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alight Solutions LLC. The plan administrator is Administrative Committee, C/O.
I left Capital Group Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Committee, C/O, (959) 975-3820) or the recordkeeper, Alight Solutions LLC. The Capital Group Companies old 401(k) page lists the contacts from every plan filing. Find an old Capital Group Companies 401(k)
Data from the public Form 5500 annual reports Capital Group Companies filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Capital Group Companies. Not financial advice. Report a correction · Methodology