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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $84,460 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,098 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $16,526 |
ASSURANCE DIMENSIONS8 years Service code 10 4920 WEST CYPRESS STREET · TAMPA, FL 33607 | Accounting | $13,150 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,237 |
19 funds of $250K or more; 44 lines in all, holding $31.6M of the plan's $31.9M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| ii) Common collective trust Indexselect Moderate 2035 Fund CL R6 Manager not matched · Collective trust | $6.6M | 20.9% |
| IndexSelect Moderate Retire Fund CL R6 Manager not matched · Mutual fund | $5.1M | 16.0% |
| Indexselect Moderate 2045 Fund Cl R6 Manager not matched · Mutual fund | $4.7M | 15.0% |
| Indexselect Moderate 2055 Fund Cl R6 Manager not matched · Mutual fund | $2.0M | 6.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.8M | 5.8% |
| iii) Guaranteed interest contract: General Account Manager not matched · Insurance contract | $1.7M | 5.3% |
| Fidelity Advisor Technology Fund Class Z Fidelity (FMR) · Mutual fund | $1.4M | 4.3% |
| Indexselect Aggressive 2045 Fund CL R6 Manager not matched · Mutual fund | $838K | 2.7% |
| Ultra Fund R6 Class American Century · Mutual fund | $648K | 2.1% |
| Fidelity Advisor Consumer Discret Z Fidelity (FMR) · Mutual fund | $537K | 1.7% |
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.
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.