Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
2% 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.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$37K in admin expenses, $115 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $48.3M of the plan's $48.5M. Recordkeeper: not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $36.0M | 74.4% |
| iShares Total U.S. Stock Market Index Fund BlackRock · ETF Index | $2.6M | 5.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.4M | 3.0% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $1.1M | 2.4% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $772K | 1.6% |
| JP Morgan Stable Asset Income Fund JPMorgan · Stable value Stable value | $750K | 1.6% |
| 1JPM-F Manager not matched · Other | $748K | 1.5% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $689K | 1.4% |
| New World Fund Inc Capital Group · Mutual fund | $629K | 1.3% |
| iShares MSCI Total International Index Fund BlackRock · ETF Index | $603K | 1.2% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS International Equity CIT Class CT | $1.1M |
| DroppedEupac Fund Class R-6 | $902K |
| ReplacedHighBlackrock Mid Cap Growth Equity Portfolio to MFS Mid Cap Growth Fund R6 (i) | $638K to $601K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
7 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 |
|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 1208 SIX FORKS ROAD · RALEIGH, NC 27609 Advisory (Plan) | $36,000 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 Recordkeeping Fees | $1,447 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025