Filings through .
Filed May 9, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,651 |
11 funds of $250K or more; 23 lines in all, holding $11.5M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2035 Capital Group · Mutual fund Recordkeeper's own fund | $2.2M | 18.8% |
| Trgt Date Retire R6 American Funds Growth Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.6M | 14.0% |
| Fund OF Amer R6 American Funds 2030 Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.4M | 12.3% |
| Trgt Date Retire R6 American Funds Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 9.6% |
| Washington Mutual R6 Vanguard 500 Index Fund Mutual Fund Capital Group · Mutual fund IndexRecordkeeper's own fund | $788K | 6.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintagesRecordkeeper's own fund | $777K | 6.7% |
| Admiral American Funds Capital Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $665K | 5.8% |
| World G/I R6 American Funds NEW Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $643K | 5.6% |
| Perspective R6 American Funds 2040 Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $588K | 5.1% |
| Trgt Date Retire R6 Western Asset Core Mutual Fund Franklin Templeton · Mutual fund | $256K | 2.2% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.