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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC11+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 700 W. 47TH ST., 5TH FLOOR · KANSAS CITY, MO 64112 | Advisory (Participants) | $28,861 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $23,678 |
COUNTRY CLUB TRUST COMPANY, N.A.11+ years Service code 19 · EIN 26-0052158 | Securities Custodian | $20,024 |
17 funds of $250K or more; 33 lines in all, holding $14.7M of the plan's $18.7M. From the 2025 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: American Funds Target Date, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Capital Group · Mutual fund | $1.5M | 10.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 10.1% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $1.5M | 10.0% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $1.3M | 8.9% |
| Eupac Fund Capital Group · Mutual fund | $1.3M | 8.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.0M | 7.0% |
| New World Fund Inc Capital Group · Mutual fund | $807K | 5.5% |
| BlackRock Strategic Income Opportunities Portfolio BlackRock · Mutual fund | $705K | 4.8% |
| iShares S&P 100 ETF BlackRock · ETF | $600K | 4.1% |
| iShares MSCI EAFE ETF BlackRock · ETF | $466K | 3.2% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.