Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
2% 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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$54K in admin expenses, $238 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $23.7M of the plan's $24.2M. Recordkeeper: Ascensus.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $16.5M | 69.6% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $3.8M | 15.9% |
| Amcap Fund Capital Group · Mutual fund | $700K | 3.0% |
| EB MaGIC Fund Manager not matched · Collective trust | $580K | 2.4% |
| New Perspective Fund Capital Group · Mutual fund | $500K | 2.1% |
| American Funds Capital Group · Mutual fund | $411K | 1.7% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $359K | 1.5% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $275K | 1.2% |
| Small-Cap Index Manager not matched · Mutual fund Index | $195K | 0.8% |
| Federated Hermes International Leaders A Federated Hermes · Other | $113K | 0.5% |
| 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 |
4 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.
4 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 3 by compensation.
| Provider | Compensation |
|---|---|
INVESTMENT PLANNERS INC8+ years Service code 27 PO BOX 170 · DECATUR, IL 62525-0170 Advisory (Plan) | $50,673 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 Contract Administrator | $2,000 |
Filed as: CAPITOL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping Fees | $913 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025