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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $60,268 |
HARBOR9 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 2330 W JOPPA RD STE 160 · LUTHERVILLE, MD 21093 | Advisory (Plan) | $60,000 |
18 funds of $250K or more; 14 lines in all, holding $30.5M of the plan's $31.1M. From the 2025 filing. Recordkeeper: JPMorgan.
Target-date series: JPMorgan SmartRetirement Blend, other, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Other Target-date, 9 vintagesRecordkeeper's own fund | $17.2M | 56.6% |
| JP Morgan Large Cap Growth R5 JPMorgan · Other Recordkeeper's own fund | $4.0M | 13.0% |
| BNY Mellon Institutional S&P 500 Stock Index Fund Class I BNY · Mutual fund Index | $2.0M | 6.7% |
| BNY Mellon Smallcap Stock Index Fund Investor Shares BNY · Mutual fund Index | $1.8M | 6.0% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $1.1M | 3.7% |
| JPMorgan Equity Income Fund Class R5 JPMorgan · Mutual fund Recordkeeper's own fund | $1.1M | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $996K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $880K | 2.9% |
| BlackRock High Yield Portfolio Institutional Shares BlackRock · Mutual fund | $530K | 1.7% |
| Fidelity Advisor Stable Value Portfolio Fidelity (FMR) · Insurance contract | $344K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.