Filings through .
3 of 18 flags tripped on the 2024 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 2024 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.
$20K in admin expenses, $22 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 16 lines in all, holding $11.3M of the plan's $11.9M. Recordkeeper: JPMorgan.
Target-date series: JPMorgan SmartRetirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $7.4M | 64.9% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.0M | 8.8% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $579K | 5.1% |
| Clearbridge Large Cap Growth IS Franklin Templeton · Other | $566K | 5.0% |
| T. Rowe Price T. Rowe Price · Mutual fund | $311K | 2.7% |
| Janus Henderson Janus Henderson · Mutual fund | $305K | 2.7% |
| John Hancock International Growth Fund Class R6 John Hancock (Manulife) · Mutual fund | $259K | 2.3% |
| MassMutual Select Mid Cap Growth Fund Class I MassMutual · Mutual fund | $221K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $168K | 1.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $138K | 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 |
|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 Recordkeeping Fees | $15,041 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,493 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024