Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $66K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$900 in admin expenses, $8 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 18 lines in all, holding $9.9M of the plan's $10.1M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.3M | 52.9% |
| American Funds Growth Fund of Amer R2E Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 11.4% |
| American Funds Fundamental Invs R2E Capital Group · Mutual fund Recordkeeper's own fund | $791K | 7.9% |
| American Funds Washington Mutual R2e Capital Group · Mutual fund Recordkeeper's own fund | $657K | 6.6% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-R Class T. Rowe Price · Mutual fund | $428K | 4.3% |
| American Balanced Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $382K | 3.8% |
| Capital World Growth & Income Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $338K | 3.4% |
| American Funds U.S. Government Money Market Fund Class R-2E Capital Group · Money market Recordkeeper's own fund | $218K | 2.2% |
| MFS Value Fund R2E MFS (Sun Life) · Mutual fund | $186K | 1.9% |
| Eupac Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $179K | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-R Class | $428K |
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. They do not show money moved.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 Directed Trustee | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025