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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC1+ years Filed as: LATITUDE ADVISORS LLC Service code 17 650 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $2,608 |
AMERICAN FUNDS1+ years Service code 15 333 S. HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,521 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 15 | Recordkeeping | $1,521 |
Filed as: ALLIANCE PENSION CONSULTANTS Service code 17 | Pension Consulting | $0 |
10 funds of $250K or more; 17 lines in all, holding $5.9M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $2.6M | 43.2% |
| Amcap Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $709K | 12.0% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund Recordkeeper's own fund | $697K | 11.8% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $399K | 6.7% |
| American Balanced Fund R6 Capital Group · Mutual fund Recordkeeper's own fund | $322K | 5.4% |
| American Funds Money Market Cl R-6 Capital Group · Money market Recordkeeper's own fund | $299K | 5.1% |
| " Manager not matched · Mutual fund | $297K | 5.0% |
| Small Cap World Fund Class R-6 Manager not matched · Mutual fund | $152K | 2.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $121K | 2.0% |
| Funds New World Class R-6 Manager not matched · Mutual fund | $103K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.