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| Provider | Service type | Compensation |
|---|---|---|
BARTON WALTER & KRIER PC7 years Service code 99 6401 SYCAMORE CRT N STE 125 · MAPLE GROVE, MN 55369 | Other Fees | $16,400 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $2,737 |
9 funds of $250K or more; 16 lines in all, holding $5.5M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $4.0M | 72.3% |
| American Funds Growth Fund of Amer R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $365K | 6.6% |
| American American Hi Inc Trust Capital Group · Mutual fund Recordkeeper's own fund | $278K | 5.1% |
| Janus Henderson Triton Fund Class R Janus Henderson · Mutual fund | $258K | 4.7% |
| American Funds Fundamental Invs R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $231K | 4.2% |
| American Funds American Balanced R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $116K | 2.1% |
| American Funds Invest Company of America R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $80K | 1.5% |
| Capital Income Builder (R3) Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $55K | 1.0% |
| American Funds Capital World G/I R3 Capital Group · Mutual fund Possible retail class R3Recordkeeper's own fund | $41K | 0.7% |
| PIMCO All Asset Fund R PIMCO (Allianz) · Mutual fund | $25K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.