Important Disclosures
This page is for educational and discussion purposes only. It is not an offer to sell or a solicitation of an offer to buy any security, investment product, or service. Information is believed accurate as of preparation but is not guaranteed.
Fund example: American Funds EUPAC Fund (formerly EuroPacific Growth Fund, renamed effective June 1, 2025). Share-class expense ratios referenced are sourced from the EUPAC Fund statutory prospectus filed with the SEC (Form 485BPOS, May 2026; effective June 1, 2026) and Capital Group fund pages. The fourteen classes referenced exclude the fund's six additional 529 share classes. Expense ratios change over time; always refer to the current prospectus before investing.
Hypothetical $10M plan illustrations and "GCM Plan" comparisons are illustrative only. Actual plan fees vary by plan size, participant count, services selected, and provider arrangements. Past performance does not guarantee future results. References to specific funds are illustrative only and are not a recommendation to buy, sell, or hold any security. Discuss any investment decision with your financial advisor, tax advisor, and ERISA counsel.
Investment advisory services offered through Grace Capital Management, LLC, an SEC-Registered Investment Adviser (CRD #150054). Securities offered through Concorde Investment Services, LLC, Member FINRA/SIPC. Custody of assets provided by Fidelity Investments (National Financial Services LLC). Earl Proeger, Series 7 & 63 registered representative.