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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,104 |
8 funds of $250K or more; 17 lines in all, holding $7.2M of the plan's $7.4M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $1.9M | 26.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $1.9M | 25.9% |
| American Funds Washington Mutual R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $997K | 13.8% |
| American Funds Invest Co of America R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $688K | 9.5% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $600K | 8.3% |
| NEW World Fund INC Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $332K | 4.6% |
| American Funds Bond Fund of Amer R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $242K | 3.3% |
| Blackrock Advantanage Mid-Cap R BlackRock · Mutual fund | $173K | 2.4% |
| American Funds US Government Sec R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $145K | 2.0% |
| Invesco Global Real Estate Fund Invesco · Mutual fund | $83K | 1.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGrowth Fund OF America Class R-3 | $1.9M |
| DroppedAmcap Fund Class R-3 | $619K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.