Filings through .
Filed March 1, 2005 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
PINION, LLC2 years Filed as: PINION LLC Service code 14 3030 CORTLAND CIRCLE · SALINA, KS 67401 | Plan Administrator | $13,268 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $680 |
17 funds of $250K or more; 19 lines in all, holding $19.6M of the plan's $20.0M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $3.7M | 18.7% |
| American Funds Washington Mutual Investors Fund lRWMEX Capital Group · Mutual fund Recordkeeper's own fund | $3.3M | 17.0% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $2.8M | 14.2% |
| New Perspective Fund Capital Group · Mutual fund Recordkeeper's own fund | $2.1M | 10.5% |
| Capital Income Builder Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 7.7% |
| American Funds Capital World Growth and Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 7.7% |
| American Funds Money Market Fund Capital Group · Money market Recordkeeper's own fund | $1.1M | 5.4% |
| lRICEX Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $642K | 3.3% |
| Bond Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $574K | 2.9% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $543K | 2.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedlRICEX Mutual Fund | $642K |
| DroppedAmerican Funds Investment Company of Mutual Fund | $512K |
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.
The auditor signed off without reservation. This is the cleanest opinion.