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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS - RETIREMENT PLAN CONSULTING Service code 26 GL YY 7144200129 · NASHVILLE, FL 37238 | Advisory (Participants) | $38,695 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $31,389 |
13 funds of $250K or more; 18 lines in all, holding $17.7M of the plan's $18.0M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $6.3M | 35.4% |
| Blackrock Cap Appreciation A BlackRock · Mutual fund Possible retail class A | $1.9M | 10.7% |
| Federated Hermes U.S. Treasury Cash Reserves Institutional Shares Federated Hermes · Money market | $1.6M | 9.2% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $1.3M | 7.5% |
| Columbia Cornerstone Equity Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $1.3M | 7.1% |
| Loomis Sayles Global Allocation Fund Class Y Natixis IM · Mutual fund | $873K | 4.9% |
| AMG Yacktman Focused Svc Affiliated Managers Group · Mutual fund Possible retail class Service | $755K | 4.3% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Morgan Stanley · Mutual fund | $658K | 3.7% |
| Blackrock International Value A BlackRock · Mutual fund Possible retail class A | $645K | 3.6% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $579K | 3.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.