Filings through .
Filed January 11, 2013
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 |
|---|---|---|
MARCUM LLP3 years Service code 10 155 S MAIN ST STE 100 · PROVIDENCE, RI 02903 | Accounting | $20,000 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $775 |
19 funds of $250K or more; 23 lines in all, holding $40.4M of the plan's $40.9M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $26.3M | 65.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $3.8M | 9.3% |
| JP Morgan Smart Ret JPMorgan · Mutual fund | $2.2M | 5.3% |
| Mmkt Instl MFS Growth R6 MFS (Sun Life) · Money market | $1.7M | 4.1% |
| Income R6 Jpmorgan US Government JPMorgan · Mutual fund | $1.5M | 3.6% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $879K | 2.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $734K | 1.8% |
| JPM StartRetirement 2055 R6 JPMorgan · Mutual fund | $655K | 1.6% |
| Admiral Vanguard Explorer Fund Admiral Vanguard · Mutual fund | $622K | 1.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $545K | 1.3% |
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.
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.