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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage | $0 |
18 funds of $250K or more; 19 lines in all, holding $14.5M of the plan's $14.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $5.1M | 35.6% |
| Large Cap Growth/JP Morgan Invst Mgmt JPMorgan · Mutual fund Possible retail class A | $2.1M | 14.8% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Mutual fund IndexRecordkeeper's own fund | $1.5M | 10.4% |
| MFS Mid Cap Growth Fund R4 MFS (Sun Life) · Mutual fund Possible retail class A | $1.5M | 10.0% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund-I Class T. Rowe Price · Mutual fund Possible retail class A | $713K | 4.9% |
| Capital Group EuroPacific Growth SA Capital Group · Mutual fund Possible retail class A | $683K | 4.7% |
| Empower Select Guaranteed Fund Empower · Insurance contract Recordkeeper's own fund | $642K | 4.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $393K | 2.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $374K | 2.6% |
| JPMorgan U.S. Equity Fund Class I JPMorgan · Mutual fund Possible retail class A | $322K | 2.2% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEmpower S&P 500 Index Separate Acct (IS) | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.