Filings through .
Filed January 17, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $34,070 |
18 funds of $250K or more; 13 lines in all, holding $36.1M of the plan's $36.9M. From the 2024 filing. Recordkeeper: JPMorgan.
Target-date series: T. Rowe Price Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $14.2M | 39.2% |
| Great Gray Large Cap Growth Fund II Fee Class R1 Great Gray · Mutual fund Possible retail class R1 | $6.7M | 18.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 8.8% |
| JP Morgan Stable Asset Income Fund JPMorgan · Stable value Stable valueRecordkeeper's own fund | $2.9M | 8.1% |
| Fidelity Index Mutual Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 6.7% |
| JPMorgan Core Bond R6 Mutual Fund JPMorgan · Mutual fund Recordkeeper's own fund | $1.8M | 5.0% |
| American Funds EuroPacific Mutual Fund Capital Group · Mutual fund | $1.4M | 4.0% |
| JPMorgan Small Cap Equity Mutual Fund JPMorgan · Mutual fund Recordkeeper's own fund | $962K | 2.7% |
| JP Morgan Mid-Cap Growth Mutual Fund JPMorgan · Mutual fund Recordkeeper's own fund | $910K | 2.5% |
| T. Rowe Price Retirement Balanced Fund Mutual fund T. Rowe Price · Mutual fund | $679K | 1.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.