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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 | $2,298 |
16 funds of $250K or more; 19 lines in all, holding $24.0M of the plan's $24.1M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.1M | 21.1% |
| American Funds Growth Fund R4 Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $3.8M | 15.7% |
| American Funds New Economy R4 Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $3.4M | 14.3% |
| collateral, par or American Funds Capital Group · Mutual fund Recordkeeper's own fund | $2.7M | 11.2% |
| American Funds New World R4 Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $2.4M | 10.2% |
| American Funds Inv Co of Am R4 Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $2.1M | 8.6% |
| American Funds Capital Inc Bldr Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $1.7M | 6.9% |
| American Funds Sm Cap World R4 Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $1.1M | 4.7% |
| American Funds US Govt MM R4 Mutual funds Not required Capital Group · Money market Recordkeeper's own fund | $478K | 2.0% |
| American Funds Inc Fund of Am Mutual funds Not required Capital Group · Mutual fund Recordkeeper's own fund | $457K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.