Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $24,909 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,325 |
Filed as: DYATECH LLC Service code 13 1026 BAPTIST CIR STE 300 · MADISON, MS 39110 | Contract Administrator | $2,112 |
24 funds of $250K or more; 22 lines in all, holding $24.2M of the plan's $24.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $10.3M | 42.6% |
| American Funds Vanguard 500 Index Fund Capital Group · Mutual fund Index | $2.6M | 10.8% |
| Growth Fund OF America Capital Group · Mutual fund | $1.6M | 6.5% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $1.4M | 5.7% |
| Amcap Fund Capital Group · Mutual fund | $1.1M | 4.5% |
| New Perspective Fund Capital Group · Mutual fund | $1.1M | 4.5% |
| American Funds Victory NASDAQ 100 Index Capital Group · Mutual fund Index | $995K | 4.1% |
| American Funds Vanguard Ftse All World Index Capital Group · Mutual fund Index | $938K | 3.9% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $679K | 2.8% |
| New Economy Fund Capital Group · Mutual fund | $641K | 2.6% |
Added 4 funds, dropped 2 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Vanguard 500 Index Fund | $2.6M |
| ReplacedHighVanguard 500 Index Fund Admiral Shares to American Funds Victory NASDAQ 100 Index | $1.9M to $995K |
| AddedAmerican Funds Vanguard Ftse All World Index | $938K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 9 renames.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.