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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $25,000 |
Filed as: CAPITAL GRP RETIREMENT PLAN SERVICE Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $22,136 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SERVICE INC Service code 13 127 WASHINGTON AVE · NORTH HAVEN, CT 064730478 | Contract Administrator | $21,572 |
13 funds of $250K or more; 18 lines in all, holding $31.9M of the plan's $32.6M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $20.9M | 65.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.4M | 13.9% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $986K | 3.1% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market | $807K | 2.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $780K | 2.4% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $596K | 1.9% |
| DFA US Target Value Dimensional · Mutual fund | $575K | 1.8% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · Mutual fund | $507K | 1.6% |
| Capital Bank and Trust Company Capital Group · Mutual fund | $359K | 1.1% |
| Capital Bank and Trust Company Vanguard · Mutual fund | $347K | 1.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.