Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
<1% 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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$53K in admin expenses, $359 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 23 lines in all, holding $24.6M of the plan's $24.7M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $9.4M | 38.4% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $4.3M | 17.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.2M | 17.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 11.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $327K | 1.3% |
| Vanguard Long-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $270K | 1.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $262K | 1.1% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $260K | 1.1% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $247K | 1.0% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 2 by compensation.
| Provider | Compensation |
|---|---|
EDWARD JONES1 year Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 Advisory (Plan) | $52,346 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping Fees | $412 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025