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 |
|---|---|---|
JSA PENSION SERVICES, INC.11+ years Service code 13 · EIN 26-1626533 155 COTTONWOOD TRL · GUN BARREL CITY, TX 75156 | Contract Administrator | $25,899 |
Service code 10 · EIN 43-0831507 800 MARKET ST SUITE 500 · ST LOUIS, MO 63101 | Accounting | $14,500 |
BAKER FINANCIAL SERVICES, LLC10+ years Service code 26 · EIN 75-2527967 1415 W. RANDOL MILL RD · ARLINGTON, TX 76012 | Advisory (Participants) | $13,672 |
6 funds of $250K or more; 14 lines in all, holding $3.4M of the plan's $4.1M. From the 2025 filing. Recordkeeper: JSA Pension Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Prime Advantage Money Fund Charles Schwab · Mutual fund | $772K | 22.8% |
| Vanguard Dividend Appreciation Index Fund Vanguard · Mutual fund | $500K | 14.8% |
| First Eagle Global Manager not matched · Other | $461K | 13.6% |
| Columbia Seligman Comm Ameriprise (Columbia Threadneedle) · Mutual fund | $409K | 12.1% |
| Amana Growth Manager not matched · Other | $326K | 9.7% |
| JP Morgan MID CAP Value JPMorgan · Other | $253K | 7.5% |
| Ishares Core S&P 500 ETF Ivv BlackRock · ETF Index | $227K | 6.7% |
| Thornburg Investment OME Build Thornburg · Other | $130K | 3.9% |
| Vanguard Energy Index Fund Vanguard · ETF Index | $130K | 3.8% |
| First Financial Bank Manager not matched · Other | $61K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.