Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC9 years Filed as: GREAT LAKES PENSION ASSOCIATES Service code 37 · EIN 38-2438760 37923 W. TWELVE MILE ROAD · FARMINGTON HILLS, MI 48331 | Loan Processing | $26,677 |
Filed as: CAPTIAL GROUP RETIREMENT PLAN SERVI Service code 64 PO BOX 6040 · INDIANAPOLIS, IN 462066040 | Recordkeeping Fees | $19,158 |
CAPTIAL BANK AND TRUST6 years Filed as: CAPTIAL BANK AND TRUST COMPANY Service code 21 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Bank Trustee | $0 |
6 funds of $250K or more; 18 lines in all, holding $4.8M of the plan's $5.0M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $4.4M | 92.2% |
| Growth Fund OF America Class R-5E Capital Group · Mutual fund | $141K | 2.9% |
| American Funds Capital Group · Mutual fund | $89K | 1.9% |
| American Funds New Economy Fund R5E Capital Group · Mutual fund | $31K | 0.7% |
| Smallcap World Fund (R5E) Capital Group · Mutual fund | $19K | 0.4% |
| Capital World Growth & Income Builder R5E Capital Group · Mutual fund | $18K | 0.4% |
| American Funds American Mutual Fund Class R5E Capital Group · Mutual fund | $18K | 0.4% |
| American Funds Growth and Income Portfolio Class R-5E Capital Group · Mutual fund | $16K | 0.3% |
| U.S. Government Securities Fund Class R-5E Capital Group · Mutual fund | $11K | 0.2% |
| Income Fund OF America Class R-5E Capital Group · Mutual fund | $10K | 0.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.