Free data boundary
Published by Simpli-FI Events, using public PRB data.
This page is an event companion profile built from public regulatory data for Summer Forum planning and source review.
No financial advice. Nothing here is investment, actuarial, legal, fiduciary, procurement, provider-selection, or financial advice. Verify current source documents before formal decisions.
Investment expense breakdown
SB 322 expense categories
- Total investment expense
- 0.24%
- Total direct + indirect
- 0.13%
- Audit investment expense
- 0.24%
Service-level detail
| Service category | % of assets |
| Investment consultant |
0.10% |
| Custodial |
0.00% |
| Legal |
0.00% |
| Research |
0.00% |
| Other |
0.00% |
| Total services |
0.10% |
The PRB services line is an expense category, not a firm-name field. Provider names stay locked unless a source-backed public record exists in the off-site Simpli-FI Signal Desk workspace.