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, child and youth services, and individual and family services with revenues ranging from $9.6 million to $48 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Key Program Incorporated | 501(c)(3) | Framingham, MA | ||
| 2 | Stephen Gaynor School | 501(c)(3) | New York, NY | ||
| 3 | Coney Island Preparatory Public Charter School | 501(c)(3) | Brooklyn, NY | ||
| 4 | Center for Organ Recovery and Education | 501(c)(3) | Pittsburgh, PA | ||
| 5 | STANFORD SIERRA YOUTH and FAMILIES | 501(c)(3) | Sacramento, CA | ||
| 6 | Hopehealth Hospice and Palliative Care (HHCRI) | 501(c)(3) | Providence, RI | ||
| 7 | Fleet Landing | 501(c)(3) | Atlantic Beach, FL | ||
| 8 | White House Clinics | 501(c)(3) | Richmond, KY | ||
| 9 | Cunningham Childrens Home of Urbana Il | 501(c)(3) | Urbana, IL | ||
| 10 | Northeastern Oklahoma Community Health Centers (NeoHealth) | 501(c)(3) | Hulbert, OK | ||
| ... | and 30 more Capital Group Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Capital Group Retirement Plan Services in the nonprofit sector include Comerica Bank, RBC Wealth Management, Axa Equitable Life Insurance, Great West Life and Annuity, Ubs Financial Services Inc, Sei Investments, Morgan Stanley Smith Barney LLC, Newport Group, Inc., Axa Equitable Life Insurance Compan, and Charles Schwab Bank.
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