Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,314 |
3 funds of $250K or more; 21 lines in all, holding $3.3M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 10 vintages | $1.5M | 45.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $287K | 8.7% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $209K | 6.3% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $165K | 5.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $140K | 4.2% |
| Massachusetts Investors Growth Stock Fund MFS (Sun Life) · Mutual fund | $106K | 3.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $99K | 3.0% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $97K | 2.9% |
| Eupac Fund Capital Group · Mutual fund | $83K | 2.5% |
| Vanguard International Value Fund Investor Shares Vanguard · Mutual fund | $77K | 2.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.