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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518 | Recordkeeping Fees | $1,655 |
2 funds of $250K or more; 9 lines in all, holding $1.9M of the plan's $2.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $1.7M | 85.1% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $141K | 7.3% |
| Growth and Income Fund Manager not matched · Mutual fund | $31K | 1.6% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $31K | 1.6% |
| Borrower, Lessor, or Manager not matched · Other | $27K | 1.4% |
| Smallcap World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $19K | 1.0% |
| The Bond Fund of America Manager not matched · Mutual fund | $18K | 0.9% |
| U.S. Government Securities Fund Manager not matched · Mutual fund | $13K | 0.7% |
| American US Government Money Market Manager not matched · Money market | $10K | 0.5% |
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 61,314 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.