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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $15,727 |
GUIDANCE POINT RETIREMENT SERVICES11+ years Service code 27 · EIN 45-4118952 | Advisory (Plan) | $6,500 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
10 funds hold $13.1M of the plan's $13.7M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.8M | 59.8% |
| Growth Fund OF America Capital Group · Mutual fund | $2.5M | 18.9% |
| American Fd Washington Mutual Capital Group · Other | $1.1M | 8.8% |
| New Perspective Fund Capital Group · Mutual fund | $747K | 5.7% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $356K | 2.7% |
| Schwab Money Market Account New England Life - Life Insurance Cash Surrender Values Charles Schwab · Insurance contract | $191K | 1.5% |
| Bond Fund OF America Capital Group · Mutual fund | $158K | 1.2% |
| Income Fund OF America Capital Group · Mutual fund | $106K | 0.8% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $73K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $344 | <0.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.