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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $39,832 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 99 230 WEST ST STE 700 · COLUMBUS, OH 43215 | Other Fees | $4,583 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,345 |
15 funds of $250K or more; 14 lines in all, holding $20.9M of the plan's $21.0M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amcap Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $3.8M | 18.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.5M | 16.9% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market Recordkeeper's own fund | $3.0M | 14.3% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 10.5% |
| American Funds American Mutual R4 Capital Group · Mutual fund Recordkeeper's own fund | $2.0M | 9.4% |
| Eupac Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $1.8M | 8.4% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 6.9% |
| Columbia Small Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $808K | 3.9% |
| Mutual Funds American Funds Bond Fund of Amer R4 Capital Group · Mutual fund Recordkeeper's own fund | $656K | 3.1% |
| Investment CO OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $605K | 2.9% |
Added 8 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedC apital Bank and Trust C ompany | $10.9M |
| AddedAmcap Fund Class R-4 | $3.8M |
| AddedNEW Perspective Fund Class R-4 | $2.2M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.