Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$73K in admin expenses, $111 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 19 lines in all, holding $38.3M of the plan's $38.8M. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Jpmcb SmartRetirement Passive N/R JPMorgan · Collective trust Index | $5.5M | 14.3% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $4.5M | 11.8% |
| Blend 2030 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $4.0M | 10.5% |
| Blend 2035 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $3.9M | 10.3% |
| Blend 2025 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $3.5M | 9.2% |
| Blend 2050 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $3.5M | 9.0% |
| Blend 2045 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $3.0M | 7.8% |
| Blend 2040 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $2.0M | 5.3% |
| Blend 2055 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $2.0M | 5.1% |
| Blend 2060 Fund - CF Class JPMorgan Chase Bank, NA JPMorgan · Collective trust Index | $1.4M | 3.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 Advisory (Plan) | $42,531 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 Recordkeeping | $36,485 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
7 filings · 2019 to 2025