Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC6 years Filed as: BENEFITS ADMINSTRATORS, LLC Service code 13 · EIN 61-1291181 269 W MAIN ST SUITE 700 · LEXINGTON, KY 405071727 | Contract Administrator | $5,069 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $1,631 |
21 funds of $250K or more; 18 lines in all, holding $27.9M of the plan's $27.9M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $11.7M | 41.9% |
| American Funds American Balanced R4 Capital Group · Mutual fund Recordkeeper's own fund | $3.0M | 10.6% |
| Growth Fund (R4) Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 8.1% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 5.5% |
| Hartford Core Equity Fund Class R4 Hartford Funds · Mutual fund | $1.5M | 5.5% |
| Janus Henderson Balanced Fund Class S Janus Henderson · Mutual fund | $1.5M | 5.5% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $1.3M | 4.8% |
| American Funds Inc Fund OF Amer R4 Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 4.0% |
| American Funds U.S. Government Money Market Fund Class R-4 Capital Group · Money market Recordkeeper's own fund | $969K | 3.5% |
| American Funds Fundamental Investors Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $852K | 3.1% |
Added 4 funds, dropped 4 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGrowth Fund OF America | $2.5M |
| ReplacedHighFranklin Growth Fund to Growth Fund (R4) | $1.0M to $2.2M |
| AddedHartford Core Equity Fund Class R4 | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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 60,908 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.