Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$166K in admin expenses, $5348 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds hold $343K of the plan's $344K. Recordkeeper: Paychex.
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 10 vintages | $214K | 62.4% |
| State Street S&P 500 Index Fund - Class N State Street (SSgA) · Collective trust Index | $71K | 20.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $47K | 13.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 2.0% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $444 | 0.1% |
| Shares Vanguard Treasury Money Marke Vanguard · Money market | $420 | 0.1% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $263 | <0.1% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $247 | <0.1% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $246 | <0.1% |
| Alger Capital Appreciation Fund Class Z Manager not matched · Mutual fund | $230 | <0.1% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
1 contact
10 filings · 2016 to 2025