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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $45,000 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,484 |
14 funds of $250K or more; 19 lines in all, holding $31.2M of the plan's $31.5M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $24.2M | 77.6% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund Recordkeeper's own fund | $2.0M | 6.3% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $1.2M | 3.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $499K | 1.6% |
| Federated Hermes Kaufmann Small Cap Fund Class R6 Shares Federated Hermes · Mutual fund | $407K | 1.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $297K | 1.0% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $246K | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $241K | 0.8% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $217K | 0.7% |
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.
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.