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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANICAL SERVICES, INC Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $14,171 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,560 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,544 |
11 funds of $250K or more; 26 lines in all, holding $12.0M of the plan's $12.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1ISM45I Manager not matched · Other | $4.3M | 36.1% |
| 1ISM351 Manager not matched · Other | $1.5M | 12.7% |
| 1isms5s5i Manager not matched · Other | $962K | 8.0% |
| Ifxaix Manager not matched · Other | $950K | 7.9% |
| 1GWAQ35 Manager not matched · Other | $683K | 5.7% |
| Fspsx Manager not matched · Other | $589K | 4.9% |
| Fipdx Manager not matched · Other | $456K | 3.8% |
| Irnpgx Manager not matched · Other | $311K | 2.6% |
| Participant Loans Manager not matched · Other | $309K | 2.6% |
| Ptrqx Manager not matched · Other | $304K | 2.5% |
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.