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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $52,659 |
Service code 10 · EIN 22-1942902 | Accounting | $24,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,277 |
7 funds hold $43.6M of the plan's $60.0M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund | $20.1M | 46.1% |
| Fidelity Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.4M | 17.0% |
| Columbia Ameriprise (Columbia Threadneedle) · Mutual fund | $6.0M | 13.8% |
| JPMorgan JPMorgan · Mutual fund | $5.5M | 12.7% |
| Janus Henderson Janus Henderson · Mutual fund | $2.5M | 5.8% |
| MFS MFS (Sun Life) · Mutual fund | $1.6M | 3.7% |
| Federated Investors Trust Company Federated Hermes · Collective trust | $361K | 0.8% |
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.