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| Provider | Service type | Compensation |
|---|---|---|
INTAC4 years Service code 10 · EIN 11-3401702 | Accounting | $24,615 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $3,841 |
2 funds of $250K or more; 9 lines in all, holding $1.3M of the plan's $1.3M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 91% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 12 vintages | $1.2M | 91.4% |
| Am Fds Investment Co of America R-2 Manager not matched · Mutual fund Possible retail class R2 | $84K | 6.4% |
| Am Fds New World Fund R2 Manager not matched · Mutual fund Possible retail class R2 | $12K | 0.9% |
| Am Fds SmallCap World Fund R2 Manager not matched · Mutual fund Possible retail class R2 | $4K | 0.3% |
| AM Funds Europacific Growth R2 Capital Group · Mutual fund Possible retail class R2Recordkeeper's own fund | $3K | 0.3% |
| Am Fds Washington Mutual Inv Fund R-2 Capital Group · Mutual fund Recordkeeper's own fund | $3K | 0.2% |
| Am Fds US Govt Money Market Fund R2 Manager not matched · Money market | $3K | 0.2% |
| Am Fds Interm. Bond Fund of America R-2 Manager not matched · Mutual fund Possible retail class R2 | $2K | 0.1% |
| Am Fads Inflation Linked Bond Fund R-2 Manager not matched · Mutual fund Possible retail class R2 | $2K | 0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.