Filings through .
Filed June 18, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $52,936 |
18 funds of $250K or more; 15 lines in all, holding $15.9M of the plan's $15.9M. From the 2024 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $8.2M | 51.3% |
| MFS Conservative Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.4M | 15.2% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $920K | 5.8% |
| MFS Aggressive Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $842K | 5.3% |
| American Funds Capital Group · Mutual fund | $748K | 4.7% |
| Capital World Growth & Income Fund Class R-4 Capital Group · Mutual fund | $620K | 3.9% |
| Columbia Mid Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $561K | 3.5% |
| MFS Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $438K | 2.7% |
| JPMorgan Equity Index Fund Class A JPMorgan · Mutual fund IndexPossible retail class A | $319K | 2.0% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $287K | 1.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.