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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $62,026 |
RETIREMENT SOLUTIONS SPECIALISTS4+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $23,555 |
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 | $22,616 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,697 |
23 funds of $250K or more; 37 lines in all, holding $41.4M of the plan's $42.1M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| interest, collateral, par, or maturity value Indexselect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $8.9M | 21.6% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $6.2M | 15.0% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $4.0M | 9.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 8.6% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $3.1M | 7.5% |
| Insurance Co. General Account Manager not matched · Insurance contract | $2.5M | 6.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 3.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 2.5% |
| Indexselect Conservative 2055 Fund CL I Manager not matched · Collective trust | $1.0M | 2.5% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $822K | 2.0% |
Added 4 funds, dropped 2 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Addedinterest, collateral, par, or maturity value Indexselect Moderate 2045 Fund CL I | $8.9M |
| Droppedii) Common collective trusts: Indexselect Moderate 2045 Fund CL I | $7.9M |
| Share class changeIndexselect Moderate 2055 Fund CL I to IndexSelect Moderate 2055 Fund CL I | $3.0M to $4.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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.