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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $14,937 |
15 funds of $250K or more; 21 lines in all, holding $11.6M of the plan's $12.2M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.7M | 31.9% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 19.9% |
| American Funds Distributors, Inc. Capital Group · Mutual fund Recordkeeper's own fund | $784K | 6.8% |
| BlackRock Technology Opportunities Fund (Investor) BlackRock · Mutual fund | $662K | 5.7% |
| Franklin Growth Fund Franklin Templeton · Mutual fund | $623K | 5.4% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $568K | 4.9% |
| Blackrock MID CAP Growth Equity Portfolio (Investor) BlackRock · Mutual fund | $485K | 4.2% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $483K | 4.2% |
| Invesco Main Street Mid Cap Fund Invesco · Mutual fund | $410K | 3.5% |
| ClearBridge Dividend Strategy Fund Franklin Templeton · Mutual fund | $351K | 3.0% |
Covers 61,314 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.