Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 · EIN 13-2624428 | Advisory (Plan) | $19,835 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,895 |
10 funds of $250K or more; 28 lines in all, holding $11.1M of the plan's $11.1M. From the 2025 filing. Recordkeeper: JPMorgan.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ffegx Manager not matched · Other | $2.2M | 19.9% |
| Ifxaix Manager not matched · Other | $2.1M | 18.7% |
| Jlgmx Manager not matched · Other | $988K | 8.9% |
| Fiwtx Manager not matched · Other | $744K | 6.7% |
| 1MOR423 Manager not matched · Other | $743K | 6.7% |
| Fsmdx Manager not matched · Other | $674K | 6.1% |
| Iffizx Manager not matched · Other | $553K | 5.0% |
| Jcbux Manager not matched · Other | $531K | 4.8% |
| Iuenx Manager not matched · Other | $520K | 4.7% |
| Participant Loans Manager not matched · Other | $268K | 2.4% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.