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| Provider | Service type | Compensation |
|---|---|---|
BROADRIDGE FINANCIAL SOLUTIONS INC11+ years Filed as: MATRIX FINANCIAL SOLUTIONS (MFS) Service code 15 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $127,730 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 82-3719843 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Pension Consulting | $94,576 |
BROADRIDGE FINANCIAL SOLUTIONS INC11+ years Filed as: MG TRUST COMPANY D/B/A MATRIX TRUST Service code 15 · EIN 75-3182674 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Recordkeeping | $24,611 |
1 fund holds $103 of the plan's $62.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Funds and Money Market Mutual Fund AllianceBernstein AllianceBernstein · Money market | $103 | 100.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 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 |
|---|---|---|
Julie Hupperts, FSA, Ea Futureplan by Ascensus Schedule SB | Schedule SB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.