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 |
|---|---|---|
JP MORGAN1 year Filed as: JP MORGAN SECURITIES LLC Service code 26 · EIN 13-4110995 | Advisory (Participants) | $22,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
12 funds of $250K or more; 25 lines in all, holding $10.3M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $5.0M | 48.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $986K | 9.6% |
| Fidelity Growth Discovery Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $817K | 7.9% |
| Morgan Stanley Inst Growth I Fund Morgan Stanley · Mutual fund | $691K | 6.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $290K | 2.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $272K | 2.6% |
| Equity Income Fund R6 Class American Century · Mutual fund | $249K | 2.4% |
| Fidelity Magellan Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $223K | 2.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $193K | 1.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $193K | 1.9% |
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, not 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.