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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,288 |
IBN FINANCIAL SERVICES, INC.2 years Filed as: IBN FINANCIAL SERVICES INC. Service code 27 · EIN 16-1493299 404 OLD LIVERPOOL ROAD · LIVERPOOL, NY 13088 | Advisory (Plan) | $11,371 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES INC. Service code 13 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $7,712 |
8 funds of $250K or more; 16 lines in all, holding $5.4M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.1M | 56.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $927K | 17.0% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $422K | 7.8% |
| Mutual Funds and Money Market Mutual Fund American Funds Capital Group · Money market Recordkeeper's own fund | $263K | 4.8% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $121K | 2.2% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Class R6 Morgan Stanley · Mutual fund | $121K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $112K | 2.1% |
| Columbia Select Mid Cap Value Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $96K | 1.8% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 1.3% |
| BlackRock Adv Small Cap Gr Instl BlackRock · Mutual fund | $66K | 1.2% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.