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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLANNING GROUP LLC Service code 99 11460 TOMAHAWK CREEK PKWY STE 400 · LEAWOOD, KS 66211 | Other Fees | $21,308 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,386 |
12 funds of $250K or more; 14 lines in all, holding $16.2M of the plan's $16.4M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American American Grth FD OF Amer CL R5 Capital Group · Mutual fund Recordkeeper's own fund | $5.7M | 34.9% |
| NEW Economy Fund Class R-5 Capital Group · Mutual fund Recordkeeper's own fund | $2.0M | 12.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $1.7M | 10.3% |
| American Funds Washington Mutual R5 Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 9.8% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $894K | 5.5% |
| American Funds U.S. Government Money Market Fund Class R-5 Capital Group · Money market Recordkeeper's own fund | $875K | 5.4% |
| American Funds Invmt Co Of America R5 Capital Group · Mutual fund Recordkeeper's own fund | $742K | 4.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $717K | 4.4% |
| American Balanced Fund Class R-5 Capital Group · Mutual fund Recordkeeper's own fund | $674K | 4.1% |
| Eupac Fund Class R-5 Capital Group · Mutual fund Recordkeeper's own fund | $535K | 3.3% |
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 71,097 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.