Cause IQ vendor profile

Capital Group Retirement Plan Services


Capital Group Retirement Plan Services is a firm that provides investment management, administrative support, and fiduciary trustee to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Capital Group Retirement Plan Services clients are outpatient health care practitioners and facilities and child and youth services with revenues ranging from $13 million to $74 million.

Primary location:
Irvine, CA
All locations:
CA
Identified clients:
56
Avg client size:
$26 mil revenue
Median client size:
$14 mil revenue

Capital Group Retirement Plan Services client list

 NameTypeLocation
1The Key Program Incorporated501(c)(3)Framingham, MA
2Stephen Gaynor School501(c)(3)New York, NY
3Hollenbeck Palms501(c)(3)Los Angeles, CA
4Center for Organ Recovery and Education501(c)(3)Pittsburgh, PA
5Intercommunity501(c)(3)East Hartford, CT
6Facing History and Ourselves501(c)(3)Boston, MA
7STANFORD SIERRA YOUTH and FAMILIES501(c)(3)Sacramento, CA
8Crossroads Continuum501(c)(3)Hudson, MA
9Unbound501(c)(3)Kansas City, KS
10Sidney Health Center501(c)(3)Sidney, MT
...and 46 more Capital Group Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ

Capital Group Retirement Plan Services competitors

Competitors to Capital Group Retirement Plan Services in the nonprofit sector include Alerus Financial, N.a., Charles Schwab Trust Bank, Kestra Advisory Services LLC, Matrix Trust Company, John Hancock, Fidelity, Raymond James and Associates, Marquette and Associates, Benefit Plans Admin Services, Inc., and Capital Research and Management Company.

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