Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
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.
$14K in admin expenses, $66 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more, counting each target-date vintage; shown as 10 lines, holding $17.5M of the plan's $17.5M. Recordkeeper: not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $16.1M | 91.8% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $439K | 2.5% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $295K | 1.7% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $186K | 1.1% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $184K | 1.1% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $149K | 0.8% |
| MFS Total Return Bond Fund MFS (Sun Life) · Mutual fund | $67K | 0.4% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $53K | 0.3% |
| T. Rowe Price Overseas Stock Fund T. Rowe Price · Mutual fund | $35K | 0.2% |
| PIMCO Real Return Fund PIMCO (Allianz) · Mutual fund | $27K | 0.2% |
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. They do not show money moved.
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 |
|---|---|
APRIO LLP1 year Service code 10 · EIN 57-1157523 Accounting | $13,500 |
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 Recordkeeping Fees | $120 |
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.
3 contacts
11 filings · 2015 to 2025