Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $2,117 |
BURLEIGH CONSULTING GROUP5 years Service code 13 465 JACK KRAMER DR SUITE 2 · MEMPHIS, TN 38117 | Contract Administrator | $1,726 |
7 funds of $250K or more; 24 lines in all, holding $4.0M of the plan's $4.1M. From the 2024 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2050 Capital Group · Mutual fund Recordkeeper's own fund | $559K | 14.1% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $495K | 12.5% |
| American Funds American Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $393K | 9.9% |
| American Funds 2055 Capital Group · Mutual fund Recordkeeper's own fund | $351K | 8.8% |
| Amcap Fund Capital Group · Mutual fund Recordkeeper's own fund | $334K | 8.4% |
| American Funds 2030 Capital Group · Mutual fund Recordkeeper's own fund | $296K | 7.5% |
| American Funds 2025 Capital Group · Mutual fund Recordkeeper's own fund | $281K | 7.1% |
| American Funds 2040 Capital Group · Mutual fund Recordkeeper's own fund | $209K | 5.3% |
| American Funds 2060 Capital Group · Mutual fund Recordkeeper's own fund | $181K | 4.6% |
| American Funds 2035 Capital Group · Mutual fund Recordkeeper's own fund | $176K | 4.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.