Filings through .
Filed July 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 505 HIGHWAY 169 N STE 900 · PLYMOUTH, MN 55441 | Advisory (Plan) | $32,266 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,185 |
18 funds of $250K or more; 31 lines in all, holding $15.2M of the plan's $15.3M. From the 2025 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Rfetx Manager not matched · Other | $3.2M | 21.1% |
| Vfiax Manager not matched · Other | $1.4M | 9.3% |
| Rfftx Manager not matched · Other | $1.3M | 8.8% |
| Rfgtx Manager not matched · Other | $1.1M | 7.3% |
| Rgagx Manager not matched · Other | $1.1M | 7.2% |
| Rfngx Manager not matched · Other | $715K | 4.7% |
| Vtsax Manager not matched · Other | $657K | 4.3% |
| Rfktx Manager not matched · Other | $614K | 4.0% |
| Rwigx Manager not matched · Other | $529K | 3.5% |
| Rfhtx Manager not matched · Other | $428K | 2.8% |
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, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.