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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: HMV RETIREMENT PLAN ADVISORS LLC Service code 99 1525 TEXAS ST · SHREVEPORT, LA 71101 | Other Fees | $651 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $588 |
EDWARD JONES1+ years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $259 |
HEARD MCELROY & VESTAL, LLC1+ years Service code 13 PO BOX 1607 · SHREVEPORT, LA 711651607 | Contract Administrator | $100 |
18 funds hold $670K of the plan's $709K. From the 2025 filing. Recordkeeper: Capital Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Rhftx Manager not matched · Other | $116K | 17.3% |
| Rhjtx Manager not matched · Other | $106K | 15.8% |
| Rhgtx Manager not matched · Other | $103K | 15.4% |
| Rhitx Manager not matched · Other | $90K | 13.4% |
| Rhhtx Manager not matched · Other | $84K | 12.5% |
| Rhetx Manager not matched · Other | $54K | 8.1% |
| Rhltx Manager not matched · Other | $22K | 3.3% |
| Rhktx Manager not matched · Other | $21K | 3.1% |
| Rhdtx Manager not matched · Other | $20K | 2.9% |
| Rgahx Manager not matched · Other | $17K | 2.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.