Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET. PLAN SVC. Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $11,570 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W. 110TH ST., STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,898 |
Filed as: BOULAY DONNELLY & SUPOVITZ Service code 13 · EIN 04-2547708 | Contract Administrator | $8,127 |
7 funds of $250K or more; 12 lines in all, holding $4.6M of the plan's $4.8M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.2M | 69.6% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $821K | 17.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $254K | 5.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $94K | 2.0% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $46K | 1.0% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $43K | 0.9% |
| Vanguard High-Yield Corporate Fund Vanguard · Mutual fund | $37K | 0.8% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $36K | 0.8% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $29K | 0.6% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $25K | 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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.