Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $17,368 |
SHOWME PENSION GROUP4 years Service code 10 14701 E. 42ND STREET SOUTH · INDEPENDENCE, MO 64055 | Accounting | $16,645 |
AMERICAN FUNDS9 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 21 12711 N. MERIDIAN STREET · CARMEL, IN 46036 | Bank Trustee | $0 |
7 funds of $250K or more; 16 lines in all, holding $5.4M of the plan's $5.4M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $3.0M | 56.0% |
| Mutual Funds and Money Market Mutual Fund American Funds Capital Group · Money market Recordkeeper's own fund | $661K | 12.3% |
| American Funds Moderate Growth and Income Portfolio Capital Group · Mutual fund Recordkeeper's own fund | $642K | 11.9% |
| U.S. Government Securities Fund Capital Group · Mutual fund Recordkeeper's own fund | $217K | 4.0% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $211K | 3.9% |
| Investment CO OF America Capital Group · Mutual fund Recordkeeper's own fund | $164K | 3.0% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $103K | 1.9% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $77K | 1.4% |
| Smallcap World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $76K | 1.4% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $72K | 1.3% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.