Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ADVANCE CAPITAL MANAGEMENT INC Service code 27 ONE TOWNE SQUARE STE 444 · SOUTHFIELD, MI 48076 | Advisory (Plan) | $22,164 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,088 |
9 funds of $250K or more; 18 lines in all, holding $10.9M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $8.3M | 76.6% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $961K | 8.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $235K | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $212K | 1.9% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund Index | $193K | 1.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $176K | 1.6% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $160K | 1.5% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market | $98K | 0.9% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $96K | 0.9% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $95K | 0.9% |
Dropped 2 funds, likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2055 Fund to American Funds Target Date 2055 Fund | $5.5M to $8.3M |
| DroppedAmerican Funds Fundamental Investors Class R-3 | $1.1M |
| DroppedFranklin Dynatech Fund Class R | $1.0M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.