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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 275 WYMAN ST · WALTHAM, MA 02451 | Advisory (Plan) | $38,007 |
Filed as: PARAGON ALLIANCE GROUP Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $4,590 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,038 |
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $1,880 |
12 funds of $250K or more; 19 lines in all, holding $8.3M of the plan's $8.5M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $4.9M | 58.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $726K | 8.8% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $575K | 6.9% |
| Goldman Sachs International Small Cap Insights Fund Goldman Sachs · Mutual fund | $332K | 4.0% |
| Columbia Overseas Value Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $312K | 3.8% |
| Vanguard Equity Index Group Vanguard · Mutual fund Index | $290K | 3.5% |
| American Funds Capital Inc Bldr R5 Capital Group · Mutual fund Recordkeeper's own fund | $281K | 3.4% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $235K | 2.8% |
| Invesco Gold & Special Minerals Fund Class Y Invesco · Mutual fund | $184K | 2.2% |
| Reliance Metlife Series 25053 CL 0 MetLife · Collective trust | $133K | 1.6% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.