Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $16,888 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $8,555 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $6,782 |
Service code 27 86 ALBRECHT DR · LAKE BLUFF, IL 60044 | Advisory (Plan) | $6,750 |
7 funds of $250K or more; 15 lines in all, holding $4.0M of the plan's $4.0M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $3.8M | 94.4% |
| Collateral, Value Cost Value Mutual funds (held by Capita Manager not matched · Mutual fund | $147K | 3.7% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $28K | 0.7% |
| Fidelity Extended Market Index Fund lal Fidelity (FMR) · Mutual fund Index | $22K | 0.6% |
| Growth Fund of America R6 ek Capital Group · Mutual fund Recordkeeper's own fund | $5K | 0.1% |
| Hartford Schroders International Multi-Cap Value Fund Hartford Funds · Mutual fund | $4K | <0.1% |
| Washington Mutual R6 lal Capital Group · Mutual fund Recordkeeper's own fund | $4K | <0.1% |
| Pgim High Yield R6 lal Prudential (PGIM) · Mutual fund | $3K | <0.1% |
| Stable Value Collective Trust Fund (held by Capital Bank and Trust Company) Reliance Manager not matched · Stable value Stable value | $3K | <0.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.