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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARDING SHYMANSKI & COMPANY, PSC Service code 13 PO BOX 3677 · EVANSVILLE, IN 477359989 | Contract Administrator | $22,518 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIRE PLAN SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $325 |
19 funds of $250K or more; 20 lines in all, holding $19.9M of the plan's $19.9M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.7M | 28.8% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $4.3M | 21.8% |
| Washington Mutual Investors Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $2.6M | 13.2% |
| NEW Economy Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $1.1M | 5.7% |
| American Funds Fundamental Investors Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $1.1M | 5.5% |
| American Funds U.S. Government Money Market Fund Class R-3 Capital Group · Money market Recordkeeper's own fund | $995K | 5.0% |
| Investment CO OF America Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $623K | 3.1% |
| Income Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $549K | 2.8% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-R Class T. Rowe Price · Mutual fund | $509K | 2.6% |
| Franklin Utilities Fund Class R Franklin Templeton · Mutual fund | $463K | 2.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.