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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-2624428 | Advisory (Plan) | $24,781 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,000 |
14 funds of $250K or more; 19 lines in all, holding $24.8M of the plan's $25.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 11 vintages | $19.7M | 79.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 7.8% |
| J.P. Morgan & Co. Large CAP Growth R6 JPMorgan · Mutual fund | $684K | 2.8% |
| Fixed Account Empower · Insurance contract Recordkeeper's own fund | $529K | 2.1% |
| Janus Henderson Investors Balanced Fund Class N Janus Henderson · Mutual fund | $513K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $205K | 0.8% |
| Janus Henderson Investors Janus Henderson Enterprise N Janus Henderson · Mutual fund | $178K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $159K | 0.6% |
| MFS Investment Management Co. International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $152K | 0.6% |
| Management PIMCO Investment Management Income Institutional Fund PIMCO (Allianz) · Mutual fund | $146K | 0.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.