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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $885 |
6 funds of $250K or more; 18 lines in all, holding $4.0M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $1.3M | 31.7% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $843K | 21.2% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $473K | 11.9% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $332K | 8.4% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $272K | 6.8% |
| Amcap Fund Capital Group · Mutual fund Recordkeeper's own fund | $213K | 5.4% |
| American Funds Growth Portfolio Capital Group · Mutual fund Recordkeeper's own fund | $200K | 5.0% |
| Mutual Funds and Money Market Mutual Fund American Funds Capital Group · Money market Recordkeeper's own fund | $119K | 3.0% |
| New Economy Fund Capital Group · Mutual fund Recordkeeper's own fund | $78K | 2.0% |
| Smallcap World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $70K | 1.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.