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| Provider | Service type | Compensation |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON ADVISORS LLC Service code 10 · EIN 13-2624428 3333 FINLEY RD STE 700 · DOWNERS GROVE, IL 60515 | Accounting | $16,544 |
JPMORGAN INVEST HOLDINGS LLC11+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $625 |
17 funds of $250K or more; 11 lines in all, holding $23.3M of the plan's $23.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $7.4M | 31.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $4.4M | 18.8% |
| JPMorgan Equity Index Fund Class R6 JPMorgan · Mutual fund Index | $3.5M | 14.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 6.3% |
| Pgim Jennison Small Company Fund Class R6 Prudential (PGIM) · Mutual fund | $1.4M | 6.2% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $1.1M | 4.9% |
| Jpmcb Stable Asset Income Class F JPMorgan · Stable value Stable value | $1.1M | 4.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $873K | 3.8% |
| Nuveen Small/Mid Cap Growth Opportunities Fund Class R6 TIAA (Nuveen) · Mutual fund | $820K | 3.5% |
| Virtus Ceredex Mid-Cap Value Equity Fund Class R6 Virtus · Mutual fund | $799K | 3.4% |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Counterparty | Category | Amount, terms |
|---|---|---|
Fritz Industries, Inc. Part 3 Non-exempt transaction | Non-exempt transaction | Pro |
The auditor signed off without reservation. This is the cleanest opinion.