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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC PENSION SERVICES LLC Service code 13 · EIN 14-1836262 | Contract Administrator | $12,470 |
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $576 |
17 funds of $250K or more; 18 lines in all, holding $17.2M of the plan's $17.4M. From the 2024 filing. Recordkeeper: Strategic Pension Services.
Target-date series: JPMorgan SmartRetirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $9.8M | 56.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 10.2% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 8.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 7.5% |
| Reliance Metlife Series 25053 CL 0 MetLife · Collective trust | $582K | 3.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $407K | 2.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $330K | 1.9% |
| Fidelity Advisor Health Care Fund Class Z Fidelity (FMR) · Mutual fund | $318K | 1.8% |
| Virtus KAR Small-Cap Growth Fund Class R6 Virtus · Mutual fund | $289K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $279K | 1.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.