Filings through .
Filed October 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,483 |
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES Service code 15 · EIN 35-2552359 | Recordkeeping | $51,926 |
21 funds of $250K or more; 16 lines in all, holding $34.7M of the plan's $36.5M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: JPMorgan SmartRetirement, collective trust, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Collective trust Target-date, 9 vintages | $15.2M | 43.8% |
| Metlife Group Annuity Contract No. 25053 MetLife · Insurance contract | $5.6M | 16.1% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $3.4M | 9.9% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.6M | 7.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.2M | 6.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 5.6% |
| Columbia Small Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $872K | 2.5% |
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 1 vintage | $557K | 1.6% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $540K | 1.6% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $462K | 1.3% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.