Filings through .
Filed December 1, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: ADVANCE CAPITAL GROUP, INC. Service code 19 · EIN 38-2685009 ONE TOWNE SQUARE · SOUTHFIELD, MI 48076 | Securities Custodian | $92,848 |
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $26,670 |
SMITH & HOWARD, PC3 years Service code 10 · EIN 58-1250486 271 17TH STREET NW · ATLANTA, GA 30363 | Accounting | $11,500 |
Service code 21 · EIN 31-0841368 800 NICOLLET AVENUE · MINNEAPOLIS, MN 55402 | Bank Trustee | $11,477 |
9 funds hold $8.1M of the plan's $38.3M. From the 2025 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Small Cap Index Select Charles Schwab · Mutual fund Index | $1.3M | 16.0% |
| Mutual Funds Charles Schwab S&P 500 Charles Schwab · Mutual fund Index | $1.2M | 15.5% |
| PIMCO All Asset All Authority Issue PIMCO (Allianz) · Mutual fund | $937K | 11.6% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $926K | 11.5% |
| New World Fund F Manager not matched · Mutual fund | $925K | 11.5% |
| Artisan International Fund Institutional Shares Artisan Partners · Mutual fund | $914K | 11.3% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $641K | 8.0% |
| MassMutual Select Mid Cap Growth Equity II Fund MassMutual · Mutual fund | $618K | 7.7% |
| First American Gov't Obligations Fund Class Y Capital Group · Mutual fund Recordkeeper's own fund | $557K | 6.9% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Thomas Miano, FSA, Ea October Three Consulting LLC Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.