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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 PO BOX 990057 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,984 |
BDO USA, LLP1 year Filed as: BDO USA,LLP Service code 49 · EIN 13-5381590 | Other Services | $0 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 250 PARK AVENUE, FIFTH FLOOR · NEW YORK, NY 10177 | Other Fees | $0 |
MORNINGSTAR9 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 22 WEST WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $0 |
15 funds of $250K or more; 30 lines in all, holding $11.7M of the plan's $11.7M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.3M | 44.7% |
| Pooled Separate Accounts Putnam Investments Franklin Templeton · Separate account | $1.4M | 11.7% |
| Putnam Dynmc Asst All Bal F R6 Franklin Templeton · Mutual fund | $814K | 6.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $748K | 6.4% |
| General account Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $459K | 3.9% |
| Vanguard Trgt Retire Income Fnd Inv Vanguard · Mutual fund | $434K | 3.7% |
| Putnam Dynmc Asst All Con F R6 Franklin Templeton · Mutual fund | $362K | 3.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $271K | 2.3% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $255K | 2.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $183K | 1.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.