Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $403 |
13 funds of $250K or more; 14 lines in all, holding $14.6M of the plan's $14.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $8.1M | 55.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 26.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $937K | 6.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $592K | 4.0% |
| American Funds Capital Group · Mutual fund | $271K | 1.9% |
| Russell 2000 Small Cap Index K Manager not matched · Mutual fund Index | $195K | 1.3% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $162K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $122K | 0.8% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $121K | 0.8% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $116K | 0.8% |
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.