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| Provider | Service type | Compensation |
|---|---|---|
SMITH THORNTON ADVISORS LLC3 years Service code 27 626 CLINTON AVE W STE 100 · HUNTSVILLE, AL 35801 | Advisory (Plan) | $30,912 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $30,234 |
18 funds of $250K or more; 21 lines in all, holding $19.5M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, collective trust, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 12 vintages | $10.7M | 54.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 11.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $1.2M | 6.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.2M | 6.0% |
| Reliance Met Stable Value Fund Series 25053 - Class 0 MetLife · Insurance contract | $934K | 4.8% |
| Columbia Dividend Income Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $529K | 2.7% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $466K | 2.4% |
| Columbia Small Cap Value Discovery Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $440K | 2.3% |
| Federated Hermes Institutional High Yield Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $437K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $435K | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.