Cause IQ vendor profile

Capital Group Retirement Plan SVCS.


Capital Group Retirement Plan SVCS. is a firm that provides investment management, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).

Most Capital Group Retirement Plan SVCS. clients are outpatient health care practitioners and facilities and hospitals with revenues ranging from $15 million to $78 million.

Identified clients:
86
Avg client size:
$34 mil revenue
Median client size:
$20 mil revenue

Capital Group Retirement Plan SVCS. client list

 NameTypeLocation
1San Diego Humane Society and SPCA501(c)(3)San Diego, CA
2Alameda County Community Food Bank501(c)(3)Oakland, CA
3Heights Christian Schools501(c)(3)La Habra Heights, CA
4United States Soccer Federation (USSF)501(c)(3)Chicago, IL
5Community Health Center of Snohomish County (CHC)501(c)(3)Everett, WA
6The Translational Genomics Research Institute501(c)(3)Phoenix, AZ
7Tyndale House Publishers and Tyndale House Foundation501(c)(3)Carol Stream, IL
8Navos501(c)(3)Seattle, WA
9Tax Analysts501(c)(3)Falls Church, VA
10White River Health System501(c)(3)Batesville, AR
...and 76 more Capital Group Retirement Plan SVCS. not-for-profit tax-exempt clients identified by Cause IQ

Capital Group Retirement Plan SVCS. competitors

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

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