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| Provider | Service type | Compensation |
|---|---|---|
BAIRD FUNDS4 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 53288 | Advisory (Plan) | $74,975 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW GRAND RAPIDS PLLC Service code 13 56 CESAR E CHAVEZ AVE SW STE 100 · GRAND RAPIDS, MI 49503 | Contract Administrator | $29,082 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV. Service code 10 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Accounting | $21,095 |
20 funds of $250K or more; 18 lines in all, holding $30.6M of the plan's $30.7M. From the 2024 filing. Recordkeeper: Capital Group.
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 vintagesRecordkeeper's own fund | $21.3M | 69.7% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.6M | 8.5% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $966K | 3.2% |
| Capital Bank and Mutual Funds: Trust Company Capital Group · Mutual fund Recordkeeper's own fund | $927K | 3.0% |
| Investment CO OF America Manager not matched · Mutual fund | $833K | 2.7% |
| Reliance Metlife Series 25053 CL 0 MetLife · Collective trust | $750K | 2.5% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $686K | 2.2% |
| Capital Income Builder Manager not matched · Mutual fund | $664K | 2.2% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $520K | 1.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $507K | 1.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.