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 |
|---|---|---|
Service code 15 · EIN 04-3015875 | Recordkeeping | $19,634 |
10 funds of $250K or more; 19 lines in all, holding $12.9M of the plan's $25.2M. From the 2025 filing. Recordkeeper: Sentinel Benefits Group.
Target-date series: JPMorgan SmartRetirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $6.6M | 51.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $2.3M | 17.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 12.0% |
| Alll Cap Opportunities Fund T. Rowe Price · Mutual fund | $644K | 5.0% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $246K | 1.9% |
| Blackrock Equity Dividend Fund BlackRock · Mutual fund | $232K | 1.8% |
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $228K | 1.8% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $193K | 1.5% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $174K | 1.3% |
| American Beacon Small Cap Investors Fund American Beacon (Resolute) · Mutual fund | $159K | 1.2% |
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, 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.
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.