Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$22K in admin expenses, $135 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 40 lines in all, holding $12.0M of the plan's $12.0M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.8M | 31.2% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.4M | 11.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $805K | 6.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $790K | 6.6% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $790K | 6.6% |
| Tiaa Traditional Non Benefit Responsive- 1% to 3% TIAA (Nuveen) · Insurance contract | $740K | 6.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $561K | 4.7% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $548K | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $418K | 3.5% |
| American Funds American Mutual Fund R6 Capital Group · Mutual fund Recordkeeper's own fund | $407K | 3.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
30 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
30 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 27 · EIN 61-1253247 Advisory (Plan) | $20,000 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 Recordkeeping Fees | $7,160 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025