Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC2 years Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $45,000 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,010 |
22 funds of $250K or more; 27 lines in all, holding $53.6M of the plan's $54.3M. From the 2025 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $7.6M | 14.1% |
| Rfetx Manager not matched · Other | $6.5M | 12.0% |
| Rfgtx Manager not matched · Other | $5.8M | 10.8% |
| Rfhtx Manager not matched · Other | $3.9M | 7.3% |
| 1FD-BCG Manager not matched · Other | $3.9M | 7.3% |
| Rfftx Manager not matched · Other | $3.6M | 6.7% |
| Qlscx Manager not matched · Other | $2.7M | 5.0% |
| Oiejx Manager not matched · Other | $2.1M | 4.0% |
| Rfitx Manager not matched · Other | $2.1M | 3.9% |
| Mdizx Manager not matched · Other | $2.1M | 3.9% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.