Filings through .
Filed February 17, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOCUS OPERATING LLC DBA JFS WEALTH Service code 99 1 HOLLOW LANE STE 201 · LAKE SUCCESS, NY 11042 | Other Fees | $59,047 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,738 |
12 funds of $250K or more; 19 lines in all, holding $14.7M of the plan's $20.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Washington Mutual R6 Capital Group · Mutual fund Recordkeeper's own fund | $2.7M | 18.6% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $2.4M | 16.2% |
| Smallcap World Fund (R6) Capital Group · Mutual fund Recordkeeper's own fund | $2.4M | 16.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.9M | 12.8% |
| New World Fund (R6) Capital Group · Mutual fund Recordkeeper's own fund | $999K | 6.8% |
| American Funds Fundamental Investors R6 NA Capital Group · Mutual fund Recordkeeper's own fund | $817K | 5.6% |
| Amcap Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $782K | 5.3% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $725K | 4.9% |
| American Funds U.S. Government Money Market Fund Capital Group · Mutual fund Recordkeeper's own fund | $398K | 2.7% |
| Vanguard Small Cap Index Fund - Admiral NA Vanguard · Mutual fund Index | $346K | 2.4% |
See the other 9 lines in this lineup with Solo.
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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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,523 | $87,870+13.3% | $113,168-12.1% | $74,304+33.9% |
| Participation rate | 70.6% | 70.7%-0.2pp | 76.6%-6.0pp | 60.3%+10.2pp |
| Annual return | 17.87% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,697 | $2,277-25.5% | $2,975-42.9% | $2,241-24.3% |
| Participant deferral / active EE | $3,457 | $4,241-18.5% | $5,107-32.3% | $3,767-8.2% |
| Admin fee / account holder | $297 | $3,368-91.2% | $12,068-97.5% | $2,969-90.0% |