Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$60K in admin expenses, $174 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 29 lines in all, holding $27.1M of the plan's $27.4M. Recordkeeper: JPMorgan.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1SDBSCH Manager not matched · Other | $2.7M | 10.1% |
| Smtyx Manager not matched · Other | $2.5M | 9.3% |
| Jsayx Manager not matched · Other | $2.5M | 9.2% |
| Jtsyx Manager not matched · Other | $2.4M | 8.8% |
| Vfiax Manager not matched · Other | $2.3M | 8.6% |
| Agrdx Manager not matched · Other | $1.9M | 7.0% |
| Srjyx Manager not matched · Other | $1.8M | 6.7% |
| Jffyx Manager not matched · Other | $1.3M | 4.9% |
| Jnsyx Manager not matched · Other | $1.2M | 4.3% |
| Oiejx Manager not matched · Other | $1.2M | 4.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
SIGNATURE ESTATE & INVESTMENT1+ years Filed as: SIGNATURE ESTATE & INVESTMENT ADVIS Service code 27 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 Advisory (Plan) | $40,258 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 Recordkeeping Fees | $19,824 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed June 8, 2021 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
1 filing