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| Provider | Service type | Compensation |
|---|---|---|
UNIGLOBAL PENSION PLANNING, INC.10+ years Filed as: UNIGLOBAL PENSION PLANNING INC Service code 13 4114 LEGATO ROAD SUITE 300 · FAIRFAX, VA 22033 | Contract Administrator | $25,814 |
Service code 99 | Other Fees | $20,000 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $1,667 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $211 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $56 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS.CO. OF AMERICA Service code 64 8515 EAST ORCHARD DRIVE · GREENWOOD, CO 80111 | Recordkeeping Fees | $0 |
23 funds hold $31.7M of the plan's $31.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 9 vintages | $13.9M | 43.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $3.5M | 10.9% |
| Growth Fund OF America Class R-6 Capital Group · Separate account | $3.1M | 9.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Separate account | $1.3M | 4.0% |
| Voya Fixed Account Voya · Insurance contract | $1.2M | 3.9% |
| Eupac Fund Class R-6 Capital Group · Separate account | $1.2M | 3.7% |
| BlackRock Total Return K BlackRock · Separate account | $1.1M | 3.6% |
| Fidelity International Index Fund Fidelity (FMR) · Separate account Index | $890K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $803K | 2.5% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Separate account | $746K | 2.4% |
Likely replaced 5 funds. Changed share class on 6 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighEmpower S&P 500 Index Fund Investor Class to Fidelity 500 Index Fund | $2.8M to $3.5M |
| Share class changeGrowth Fund OF America Class R-4 to Growth Fund OF America Class R-6 | $2.7M to $3.1M |
| Share class changeEupac Fund Class R-4 to Eupac Fund Class R-6 | $826K to $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 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.