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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $14,137 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,032 |
14 funds of $250K or more; 17 lines in all, holding $13.5M of the plan's $14.2M. From the 2025 filing. Recordkeeper: JPMorgan.
Target-date series: JPMorgan SmartRetirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $8.8M | 65.1% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.2M | 8.9% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $660K | 4.9% |
| Clearbridge Large Cap Growth IS Franklin Templeton · Other | $643K | 4.8% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $467K | 3.5% |
| T. Rowe Price T. Rowe Price · Mutual fund | $319K | 2.4% |
| Janus Henderson Janus Henderson · Mutual fund | $300K | 2.2% |
| MassMutual Select Mid Cap Growth Fund Class I MassMutual · Mutual fund | $218K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $175K | 1.3% |
| Columbia Overseas Value Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $167K | 1.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.