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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,715 |
6 funds of $250K or more; 19 lines in all, holding $13.3M of the plan's $17.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| UBS Money Market Fund Manager not matched · Money market | $8.2M | 61.7% |
| Vanguard Total World Stock ETF (VT) Vanguard · ETF Index | $1.1M | 8.4% |
| Loomis Sayles Investment Grade Bond Fund Class Y Natixis IM · Mutual fund | $1.1M | 8.3% |
| Strategic Credit Fund Class I Manager not matched · Other | $885K | 6.6% |
| Apollo Debt Solutions BDC Class I ADV Apollo · Other | $884K | 6.6% |
| Blackstone Private Credit Fund Class I Blackstone · Other | $882K | 6.6% |
| iShares 0-5 Year High Yield Corporate Bond ETF BlackRock · ETF Index | $71K | 0.5% |
| Vanguard Ultra-Short Bond ETF ETF Shares Vanguard · ETF Index | $27K | 0.2% |
| iShares Short Duration Bond Active ETF BlackRock · ETF Index | $25K | 0.2% |
| iShares 20+ Year Treasury Bond ETF BlackRock · ETF Index | $22K | 0.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Melanie F. Beinlich, FSA, Ea October Three Consulting LLC Schedule SB | Schedule SB | Pro |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.