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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $29,213 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,611 |
8 funds of $250K or more; 10 lines in all, holding $9.1M of the plan's $9.1M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.5M | 82.7% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $470K | 5.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $308K | 3.4% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $305K | 3.4% |
| Invesco Stable Value Trust Class I Invesco · Insurance contract | $208K | 2.3% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $76K | 0.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $70K | 0.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $55K | 0.6% |
| Eaton Vance Large-Cap Value Fund Morgan Stanley · Mutual fund | $54K | 0.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $29K | 0.3% |
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.
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.