Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $37,379 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $25,540 |
15 funds of $250K or more; 17 lines in all, holding $15.8M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $8.5M | 54.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $2.2M | 14.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.7M | 11.1% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $723K | 4.6% |
| Driehaus Emerging Markets Growth Fund Institutional Share Class Manager not matched · Mutual fund Possible retail class A | $351K | 2.2% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund Possible retail class A | $257K | 1.6% |
| Fidelity U.S. Bond Index Fund (A) Fidelity (FMR) · Mutual fund IndexPossible retail class A | $244K | 1.5% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund Possible retail class A | $218K | 1.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $207K | 1.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $186K | 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 60,908 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.