Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
18 funds of $250K or more; 39 lines in all, holding $27.0M of the plan's $27.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2045 TD Capital Group · Mutual fund | $4.3M | 16.0% |
| American Funds 2030 TD Capital Group · Mutual fund | $3.3M | 12.1% |
| American Funds 2050 TD Capital Group · Mutual fund | $2.8M | 10.4% |
| American Funds 2040 TD Capital Group · Mutual fund | $2.6M | 9.6% |
| American Funds 2035 TD Capital Group · Mutual fund | $2.5M | 9.3% |
| American Funds 2055 TD Capital Group · Mutual fund | $1.5M | 5.7% |
| American Funds 2025 TD Capital Group · Mutual fund | $1.1M | 4.2% |
| American Funds 2060 TD Capital Group · Mutual fund | $1.1M | 4.0% |
| Growth Fund OF America Capital Group · Mutual fund | $1.1M | 4.0% |
| American Funds 2015 TD Capital Group · Mutual fund | $958K | 3.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.