Filings through .
Filed November 8, 2016
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.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $31,374 |
Service code 27 1440 N. 16TH AVE · YAKIMA, WA 98902 | Advisory (Plan) | $27,312 |
8 funds of $250K or more; 16 lines in all, holding $11.6M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $9.3M | 80.2% |
| EB Magic 40 Stable Value Fund Manager not matched · Stable value Stable value | $1.2M | 10.4% |
| American Funds Capital Group · Mutual fund Recordkeeper's own fund | $283K | 2.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $248K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $125K | 1.1% |
| Franklin Dynatech Fund Class R6 Franklin Templeton · Mutual fund | $108K | 0.9% |
| Fidelity Growth Opportunities Z Fidelity (FMR) · Mutual fund | $104K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 0.7% |
| American Funds US Government Sec R6 Capital Group · Mutual fund Recordkeeper's own fund | $54K | 0.5% |
| Large Cap Growth Z AllianceBernstein · Other | $41K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.