Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPITAL ADVISORS INC3 years Filed as: CAPITAL ADVISERS INC Service code 27 100E E SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $34,200 |
TRINITY PENSION CONSULTANTS3 years Filed as: TRINITY PENSION GROUP Service code 13 PO BOX 2159 · JAMESTOWN, NC 272822159 | Contract Administrator | $4,800 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,488 |
4 funds of $250K or more; 20 lines in all, holding $5.7M of the plan's $5.8M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.9M | 85.4% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $409K | 7.2% |
| Income Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $55K | 1.0% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market Recordkeeper's own fund | $52K | 0.9% |
| American Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $45K | 0.8% |
| Blackrock Health Sciences Opportunity BlackRock · Mutual fund | $43K | 0.8% |
| ClearBridge Mid Cap Fund Franklin Templeton · Mutual fund | $33K | 0.6% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $25K | 0.4% |
| New World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $25K | 0.4% |
| Investment CO OF America Capital Group · Mutual fund Recordkeeper's own fund | $25K | 0.4% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.