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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $25,424 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,822 |
19 funds hold $28.4M of the plan's $29.0M. From the 2025 filing. Recordkeeper: JPMorgan.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $19.4M | 68.3% |
| JP Morgan Stable Asset Income Fund JPMorgan · Stable value Stable valueRecordkeeper's own fund | $1.7M | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 5.6% |
| Invesco Developing Markets Fund Class R6 Invesco · Mutual fund | $861K | 3.0% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $736K | 2.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Recordkeeper's own fund | $589K | 2.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $520K | 1.8% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund Recordkeeper's own fund | $507K | 1.8% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $435K | 1.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $406K | 1.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.