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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY6 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 22-2799756 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | Contract Administrator | $2,000 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,238 |
13 funds hold $19.5M of the plan's $46.5M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $11.8M | 60.8% |
| American Funds Growth Fund of Amer R4 Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 11.2% |
| b Columbia Large CAP Index A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $2.1M | 10.7% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $1.3M | 6.5% |
| Eupac Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $741K | 3.8% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $641K | 3.3% |
| b Columbia Small Cap Index A N/R Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $407K | 2.1% |
| Mutual Funds American Funds Bond Fund of Amer R4 Capital Group · Mutual fund Recordkeeper's own fund | $143K | 0.7% |
| b iShares U.S. Aggregate Bond Index A BlackRock · ETF Index | $120K | 0.6% |
| American Funds Interm Bd Fd of Amer R4 Capital Group · Mutual fund Recordkeeper's own fund | $40K | 0.2% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeColumbia Small Cap Index Fund Class A to b Columbia Small Cap Index A N/R | $358K to $407K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.