Filings through .
Filed May 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,338 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $30,925 |
2 funds hold $4.9M of the plan's $35.8M. From the 2025 filing. Recordkeeper: JPMorgan.
| Fund | Dollars | % of funds% |
|---|---|---|
| Common Collective Trust Manager not matched · Collective trust | $4.3M | 88.4% |
| Receivables Employer contributions Manager not matched · Other | $567K | 11.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.