Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $21,079 |
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 | $16,922 |
REILLY, PENNER & BENTON LLP5 years Service code 10 1233 N MAYFAIR RD STE 302 · MILWAUKEE, WI 532263255 | Accounting | $8,600 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,916 |
11 funds of $250K or more; 12 lines in all, holding $9.5M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wipix Manager not matched · Other | $2.0M | 21.3% |
| Mdihx Manager not matched · Other | $1.7M | 18.0% |
| Fxaix Manager not matched · Other | $1.3M | 13.8% |
| Mfehx Manager not matched · Other | $760K | 8.0% |
| 1PLCVTI Manager not matched · Other | $691K | 7.3% |
| Brkvx Manager not matched · Other | $627K | 6.6% |
| Fsmdx Manager not matched · Other | $559K | 5.9% |
| 1GWAQ35 Manager not matched · Other | $464K | 4.9% |
| Fvadx Manager not matched · Other | $451K | 4.8% |
| Jmgfx Manager not matched · Other | $359K | 3.8% |
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.
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.