Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $22.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$26K in admin expenses, $188 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds hold $24.7M of the plan's $25.0M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $9.4M | 38.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.0M | 20.4% |
| American Balanced Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $3.0M | 12.2% |
| American Funds Washington Mutual R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $2.3M | 9.3% |
| American Funds U.S. Government Money Market Fund Class R-3 Capital Group · Money market Recordkeeper's own fund | $1.4M | 5.6% |
| BlackRock Technology Opportunities Fund Class R Shares BlackRock · Mutual fund | $805K | 3.3% |
| Franklin Rising Dividends Fund Class R Franklin Templeton · Mutual fund | $536K | 2.2% |
| Invesco Discovery Mid Cap Growth Fund Class R Invesco · Mutual fund | $535K | 2.2% |
| Amcap Fund Class R-3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $314K | 1.3% |
| American Funds US Government Sec R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $296K | 1.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
5 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 Directed Trustee | $3,510 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025