Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERITAS INVESTMENT COMPANY Service code 27 5900 O STREET · LINCOLN, NE 68510 | Advisory (Plan) | $54,848 |
AMERICAN FUNDS11+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $26,235 |
PASI, LLC11+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $20,365 |
23 funds hold $44.8M of the plan's $45.5M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $30.9M | 69.0% |
| iShares S&P 500 Index A BlackRock · ETF Index | $4.4M | 9.9% |
| American Funds Growth Fund of Amer R4 Capital Group · Mutual fund Recordkeeper's own fund | $1.9M | 4.1% |
| Reliancemetlife Gac Series 25053 Cls 35 Manager not matched · Collective trust | $1.2M | 2.7% |
| Federated Hermes Mid-cap Index Fund Ss Federated Hermes · Mutual fund Index | $844K | 1.9% |
| American Funds Preservation Portfolio Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $740K | 1.7% |
| Investment CO OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $603K | 1.3% |
| Ishares Russell BlackRock · ETF Index | $574K | 1.3% |
| iShares Russell 2000 Small Cap Index A BlackRock · ETF Index | $550K | 1.2% |
| American Funds American Mutual R4 Capital Group · Mutual fund Recordkeeper's own fund | $477K | 1.1% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.