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| Provider | Service type | Compensation |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $24,263 |
9 funds of $250K or more; 12 lines in all, holding $7.0M of the plan's $7.1M. From the 2024 filing. Recordkeeper: CPI Qualified Plan Consultants.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.6M | 37.0% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 23.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 16.5% |
| Interests in Collective Investment Trusts: Putnam Stable Value Fund 25 bps Franklin Templeton · Stable value Stable value | $431K | 6.2% |
| Interests in Mutual Funds: American Funds EuroPacific Growth Fund Class R-6 Capital Group · Mutual fund | $379K | 5.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $304K | 4.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $216K | 3.1% |
| Fidelity Small Cap Index IP Fidelity (FMR) · Mutual fund Index | $149K | 2.1% |
| Voya Intermediate Bond Fund I Voya · Mutual fund | $134K | 1.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 0.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.