Filings through .
Filed December 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $105,971 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,088 |
17 funds of $250K or more; 23 lines in all, holding $55.7M of the plan's $56.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: JPMorgan SmartRetirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $42.3M | 76.0% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $6.0M | 10.9% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.8M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.0% |
| Pioneer Fundamental Growth K Victory Capital · Other | $879K | 1.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $814K | 1.5% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $539K | 1.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $452K | 0.8% |
| Columbia Contrarian Core Instl 3 Ameriprise (Columbia Threadneedle) · Mutual fund | $322K | 0.6% |
| Vanguard Short-Term Treasury Index Fund Admiral Shares Vanguard · Mutual fund | $320K | 0.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.