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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $18,309 |
21 funds of $250K or more; 20 lines in all, holding $19.0M of the plan's $19.3M. From the 2024 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.5M | 34.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 13.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.8M | 9.6% |
| Guaranteed Investment Account Manager not matched · Insurance contract | $1.6M | 8.5% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $1.6M | 8.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $987K | 5.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $848K | 4.5% |
| Columbia Mid-cap Value Fund Class Z Ameriprise (Columbia Threadneedle) · Mutual fund | $764K | 4.0% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $763K | 4.0% |
| SmallCap S&P 600 Index Fund Principal · Mutual fund Index | $326K | 1.7% |
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.
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.