Filings through .
Filed June 10, 2005
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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC8 years Service code 27 4630 N LOOP 1604 W · SAN ANTONIO, TX 78249 | Advisory (Plan) | $48,347 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $21,204 |
Service code 27 2133 LURAY AVE · CINCINNATI, OH 45206 | Advisory (Plan) | $9,956 |
23 funds of $250K or more; 18 lines in all, holding $44.1M of the plan's $44.4M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $12.4M | 28.1% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $7.7M | 17.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 12.7% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund Recordkeeper's own fund | $2.4M | 5.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $2.1M | 4.8% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.9M | 4.4% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.8M | 4.0% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $1.7M | 3.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 2.9% |
Added 4 funds, dropped 4 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2030 Fund to American Funds Target Date 2050 Fund | $11.1M to $12.4M |
| AddedVanguard Developed Markets Index Fund Admiral Shares | $2.4M |
| AddedNEW Perspective Fund Class R-6 | $2.1M |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.