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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $22,305 |
MIRA + KOLENA LTD8 years Service code 10 4841 MONROE ST STE 350 · TOLEDO, OH 43623 | Accounting | $13,650 |
12 funds of $250K or more; 18 lines in all, holding $8.8M of the plan's $9.5M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.0M | 45.6% |
| Amcap Fund Capital Group · Mutual fund Recordkeeper's own fund | $662K | 7.5% |
| Equity Income JPMorgan · Other | $648K | 7.4% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $579K | 6.6% |
| Investment CO OF America Capital Group · Mutual fund Recordkeeper's own fund | $533K | 6.1% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $526K | 6.0% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $416K | 4.7% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $260K | 2.9% |
| BlackRock Mid-Cap Value Fund BlackRock · Mutual fund | $238K | 2.7% |
| Income Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $217K | 2.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.