Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $4.9M
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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 13 lines in all, holding $5.0M of the plan's $5.0M. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.8M | 97.2% |
| American Funds U.S. Government Money Market Fund Class R-2 Capital Group · Money market Recordkeeper's own fund | $32K | 0.7% |
| American Balanced Fund Class R-2 Capital Group · Mutual fund Possible retail class R2Recordkeeper's own fund | $26K | 0.5% |
| Bond Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2Recordkeeper's own fund | $15K | 0.3% |
| ClearBridge Mid Cap Class C Franklin Templeton · Other | $13K | 0.3% |
| American AM CAP R2 Capital Group · Mutual fund Possible retail class R2Recordkeeper's own fund | $12K | 0.2% |
| Oppenheimer International Growth C Invesco · Other | $11K | 0.2% |
| Invesco Global Real Estate Fund Class C Invesco · Mutual fund Possible retail class C | $11K | 0.2% |
| Invesco Diversified Dividend Fund Class C Invesco · Mutual fund Possible retail class C | $10K | 0.2% |
| Intermediate Bond Fund OF America Class R-2 Capital Group · Mutual fund Possible retail class R2Recordkeeper's own fund | $4K | <0.1% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 2 by compensation.
| Provider | Compensation |
|---|---|
EDWARD JONES10+ years Service code 27 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 Advisory (Plan) | $26,046 |
AMERICAN FUNDS7 years Filed as: CAPITAL RESEARCH RETIREMENT PN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 Recordkeeping Fees | $250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025