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| Provider | Service type | Compensation |
|---|---|---|
SAGESPRING WEALTH PARTNERS2 years Filed as: SAGESPRING WEALTH PARTNERS LLC Service code 27 801 CRESCENT CENTRE DR STE 600 · FRANKLIN, TN 37067 | Advisory (Plan) | $143,304 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,768 |
Service code 10 · EIN 72-1396621 | Accounting | $2,500 |
17 funds hold $91.9M of the plan's $91.9M. From the 2024 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $20.7M | 22.5% |
| American Funds American Balanced R4 Capital Group · Mutual fund Recordkeeper's own fund | $11.7M | 12.7% |
| American Funds New Perspectives R4 Capital Group · Mutual fund Recordkeeper's own fund | $9.4M | 10.2% |
| American Funds Investment Company of America R4 Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $8.7M | 9.4% |
| Smallcap World Fund (R4) Capital Group · Mutual fund Recordkeeper's own fund | $7.7M | 8.4% |
| American Funds Fundamental Investors Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $6.4M | 7.0% |
| Columbia Large Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $6.0M | 6.5% |
| American Funds Washington Mutual R4 Capital Group · Mutual fund Recordkeeper's own fund | $3.4M | 3.7% |
| American Funds Capital World Growth and Income R4 Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $3.2M | 3.5% |
| Eupac Fund Class R-4 Capital Group · Mutual fund Recordkeeper's own fund | $3.1M | 3.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.