Filings through .
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 FUNDS3 years Filed as: CATALINA CAPITAL GROUP LLC Service code 27 2790 SKYPARK DR., STE 309 · TORRANCE, CA 90505 | Advisory (Plan) | $23,260 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,513 |
ALLIED CONSULTANTS, INC.3 years Service code 50 · EIN 95-4171622 17468 PIPELINE AVE · CHINO HILLS, CA 91709 | Direct Payment | $4,260 |
7 funds of $250K or more; 19 lines in all, holding $6.7M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $2.6M | 38.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $2.3M | 34.9% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $611K | 9.2% |
| Interest-bearing cash Vanguard Federal Money Market Investor Vanguard · Money market Recordkeeper's own fund | $556K | 8.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $210K | 3.2% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $193K | 2.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $38K | 0.6% |
| Nomura Emerging Markets R6 Manager not matched · Mutual fund | $32K | 0.5% |
| Registered Investment Companies Columbia Balanced I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $24K | 0.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $23K | 0.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.)
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.