Filings through .
5 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$27.4M in admin expenses, $738 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
133 funds of $250K or more; 303 lines in all, holding $3.31B of the plan's $3.51B. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Global Select Equity ETF JPMorgan · Mutual fund | $466M | 14.1% |
| Jpmcb Strategic Property Fund JPMorgan · Mutual fund | $352M | 10.6% |
| JPMorgan Income Fund JPMorgan · Mutual fund | $250M | 7.5% |
| JPMorgan Value Advantage Fund JPMorgan · Mutual fund | $175M | 5.3% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $169M | 5.1% |
| Jpmcb Global Emerging Markets Opportunities Fund JPMorgan · Mutual fund | $121M | 3.6% |
| Jpmcb Corporate High Yield Fund JPMorgan · Mutual fund | $118M | 3.6% |
| Children's Investment Class G1 Manager not matched · Other | $96.6M | 2.9% |
| JPMorgan International Equity Fund JPMorgan · Mutual fund | $71.2M | 2.1% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $61.1M | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
293 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
293 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 24 by compensation.
| Provider | Compensation |
|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK, NA Service code 13 · EIN 13-4994650 Contract Administrator | $17,241,543 |
SANDTON CAPITAL PARTNERS2 years Filed as: SANDTON CAPITAL SOLUTIONS V Service code 28 · EIN 98-1590786 Investment Management | $3,726,743 |
BLACKROCK2 years Filed as: BLACKROCK RE PARTNERS X Service code 28 · EIN 88-2405544 Investment Management | $1,050,000 |
BLACKROCK2 years Filed as: BLACKROCK RE PARTNERS IX Service code 28 · EIN 83-2580229 Investment Management | $728,092 |
PERCEPTIVE2 years Service code 28 · EIN 98-1669430 Investment Management | $699,619 |
SANDTON CAPITAL PARTNERS1 year Filed as: SANDTON CAPITAL SOLUTIONS IV Service code 28 · EIN 98-1304643 Investment Management | $498,507 |
KING STREET1 year Filed as: KING STREET GLOBAL II Service code 28 · EIN 98-1648454 Investment Management | $463,812 |
SANDTON V1 year Filed as: SANDTON Service code 28 16 WEST 46TH STREET, 11TH FLOOR · NEW YORK, NY 10036 Investment Management | $297,126 |
Service code 28 · EIN 98-1532208 Investment Management | $254,354 |
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-2235791 Actuarial | $228,192 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Jeffrey C. McClintock Aon Consulting, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed August 20, 2009.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025