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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $61,342 |
FUST CHARLES CHAMBERS LLP3 years Service code 99 5784 WIDEWATERS PKWY · SYRACUSE, NY 13214 | Other Fees | $15,485 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
17 funds of $250K or more; 23 lines in all, holding $35.9M of the plan's $36.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Fidelity Contrafund Fidelity (FMR) · Separate account | $6.9M | 19.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $3.6M | 9.9% |
| MFS Value Fund MFS (Sun Life) · Separate account | $3.5M | 9.8% |
| American 2040 Target Date Retirement Fund Manager not matched · Mutual fund | $3.3M | 9.2% |
| American Funds Target Date Manager not matched · Mutual fund Target-date, 1 vintage | $3.1M | 8.7% |
| Mass Insurance Company General Account MassMutual · Insurance contract | $3.1M | 8.6% |
| American 2050 Target Date Retirement Fund Manager not matched · Mutual fund | $2.1M | 5.8% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $1.5M | 4.2% |
| American 2045 Target Date Retirement Fund Manager not matched · Mutual fund | $1.4M | 3.8% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.4M | 3.8% |
Covers 60,908 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.