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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY ADVISORY GROUP PARENT L Service code 27 PO BOX 7398 · MADISON, WI 53707 | Advisory (Plan) | $13,500 |
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $300 |
17 funds of $250K or more; 22 lines in all, holding $19.5M of the plan's $19.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $13.1M | 67.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 8.3% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.3M | 6.8% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $844K | 4.3% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $593K | 3.0% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $292K | 1.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $285K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $257K | 1.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. Rowe Price · Mutual fund | $188K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $186K | 1.0% |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.