| Name: | The Capital Group Financial Services, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 24 Aug 2020 (4 years ago) |
| Identification Number: | 001711875 |
| ZIP code: | 02888 |
| County: | Kent County |
| Principal Address: | 300 JEFFERSON BOULEVARD SUITE 205, WARWICK, RI, 02888, USA |
| Purpose: | FINANCIAL SERVICES |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CAPITAL GROUP FINANCIAL SERVICES, LLC 401(K) PLAN | 2023 | 852667018 | 2024-05-21 | THE CAPITAL GROUP FINANCIAL SERVICES, LLC | 3 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-05-21 |
| Name of individual signing | BARRY MISBIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-05-21 |
| Name of individual signing | BARRY MISBIN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4019432210 |
| Plan sponsor’s address | 300 JEFFERSON BLVD, SUITE 205, WARWICK, RI, 02888 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-10 |
| Name of individual signing | BARRY MISBIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-10-10 |
| Name of individual signing | BARRY MISBIN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4019432210 |
| Plan sponsor’s address | 300 JEFFERSON BLVD., SUITE 205, WARWICK, RI, 02888 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-06 |
| Name of individual signing | BARRY MISBIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-04-06 |
| Name of individual signing | BARRY MISBIN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| CHACE RUTTENBERG & FREEDMAN, LLP | Agent | ONE PARK ROW SUITE 300, PROVIDENCE, RI, 02903, USA |
| Number | Name | File Date |
|---|---|---|
| 202453549190 | Annual Report | 2024-05-01 |
| 202330760360 | Annual Report | 2023-03-14 |
| 202212489040 | Annual Report | 2022-03-09 |
| 202102075670 | Annual Report | 2021-09-24 |
| 202049424740 | Articles of Organization | 2020-08-24 |
Date of last update: 28 Oct 2024
Sources: Rhode Island Department of State
