Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 88499 · MILWAUKEE, WI 532888499 | Advisory (Plan) | $83,566 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $40,722 |
CLA2 years Filed as: CLIFTONLARSON ALLEN, LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $17,304 |
27 funds of $250K or more; 20 lines in all, holding $50.4M of the plan's $50.9M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $32.5M | 64.5% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $3.6M | 7.2% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $2.1M | 4.1% |
| Equity Income Fund R Class American Century · Mutual fund | $1.9M | 3.7% |
| American Funds Fundemental Investors R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 2.9% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $1.4M | 2.8% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $809K | 1.6% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $786K | 1.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $782K | 1.6% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Recordkeeper's own fund | $780K | 1.5% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.