Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $13.0M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$38K in admin expenses, $178 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 26 lines in all, holding $19.6M of the plan's $19.8M. Recordkeeper: not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 7 vintages | $11.9M | 60.6% |
| JPMorgan Equity Index Fund Class I JPMorgan · Mutual fund Index | $1.7M | 8.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 5.9% |
| Jpmcb Stable Asset Income Fund - CF-15 Class JPMorgan · Stable value Stable value | $665K | 3.4% |
| Columbia Contrarian Core Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $407K | 2.1% |
| The Hartford International Value Fund Class R5 Hartford Funds · Mutual fund | $384K | 2.0% |
| Par, or Maturity Value Manager not matched · Mutual fund | $347K | 1.8% |
| JPMorgan Equity Income Fund Class A JPMorgan · Mutual fund Possible retail class A | $333K | 1.7% |
| Nuveen International Equity Index Fund Retirement Class TIAA (Nuveen) · Mutual fund Index | $323K | 1.6% |
| Neuberger Small Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $238K | 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedColumbia Contrarian Core Fund Institutional 2 Class | $407K |
| DroppedThe Jensen Quality Growth Fund Inc J Shares | $315K |
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.
16 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN STREET · WALTHAM, MA 02451 Advisory (Plan) | $25,717 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $11,266 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 Recordkeeping Fees | $540 |
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.
Filed October 7, 2016.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025