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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT Service code 64 PLAN SERVICES · IRVINE, CA 92618 | Recordkeeping Fees | $12,669 |
Service code 13 420 W GRAND AVE, SUITE 1B · CHICAGO, IL 606545734 | Contract Administrator | $10,080 |
8 funds of $250K or more; 18 lines in all, holding $6.9M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $6.1M | 88.9% |
| American Invmt CO OF Amer R2E Capital Group · Mutual fund Recordkeeper's own fund | $211K | 3.1% |
| American Funds Growth Fund of Amer R2E Capital Group · Mutual fund Recordkeeper's own fund | $189K | 2.8% |
| American Funds Washington Mutual R2e Capital Group · Mutual fund Recordkeeper's own fund | $176K | 2.6% |
| American Funds Interm BD FD OF Amer R2e Capital Group · Mutual fund Recordkeeper's own fund | $84K | 1.2% |
| ii) Common collective trust: EB Magic 95 Stable Value Fund Manager not matched · Stable value Stable value | $48K | 0.7% |
| Eupac Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $16K | 0.2% |
| American US Government SEC R2E Capital Group · Mutual fund Recordkeeper's own fund | $7K | 0.1% |
| Lord Abbett High Yield Fund Class R2 Lord Abbett · Mutual fund Possible retail class R2 | $6K | <0.1% |
| American Funds Inflation Linked Bond Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $5K | <0.1% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.