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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 15 · EIN 86-0206507 12711 N MERIDIAN STREET · CARMEL, IN 460329181 | Recordkeeping | $42,319 |
NOVARA LAW GROUP, PLLC1 year Service code 29 · EIN 38-3513474 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $29,817 |
Service code 14 · EIN 83-2454243 5600 NEW KING ST, STE 330 · TROY, MI 48098 | Plan Administrator | $27,241 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $13,125 |
BULTYNCK & CO., PLLC3 years Service code 10 · EIN 20-3920878 15985 CANAL ROAD · CLINTON TOWNSHIP, MI 48038 | Accounting | $11,161 |
TIC MIDWEST1 year Service code 10 · EIN 93-4217445 5600 NEW KING DR, STE 330 · TROY, MI 48084 | Accounting | $7,053 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 1301 FIFTH AVE STE 3800 · SEATTLE, WA 98101 | Actuarial | $5,000 |
14 funds of $250K or more; 19 lines in all, holding $30.5M of the plan's $30.8M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $26.1M | 85.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.6M | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $645K | 2.1% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $431K | 1.4% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $123K | 0.4% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $102K | 0.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $100K | 0.3% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $93K | 0.3% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $72K | 0.2% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $52K | 0.2% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.