Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $31,097 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $13,550 |
14 funds of $250K or more; 24 lines in all, holding $14.9M of the plan's $15.6M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.9M | 39.6% |
| American Funds Growth Fund of Amer R2E Capital Group · Mutual fund Recordkeeper's own fund | $2.3M | 15.6% |
| American Invmt CO OF Amer R2E Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 10.2% |
| NEW Perspective Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 7.1% |
| American Balanced Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $955K | 6.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $719K | 4.8% |
| American Funds U.S. Government Money Market Fund Class R-2E Capital Group · Money market Recordkeeper's own fund | $636K | 4.3% |
| Eupac Fund Class R-2E Capital Group · Mutual fund Recordkeeper's own fund | $242K | 1.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $210K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $210K | 1.4% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedAB Large CAP Growth Fund INC Class R | $631K |
| DroppedAmerican Funds Washington Mutual R2e | $481K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.