Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 · EIN 42-1445429 | Other Fees | $19,760 |
Filed as: AEGIS RETIREMENT PARTNERS LLC Service code 49 12 DAMONMILL SQ STE EB2S · CONCORD, MA 01742 | Other Services | $6,895 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $2,600 |
5 funds of $250K or more; 34 lines in all, holding $8.5M of the plan's $8.5M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution Income Portfolio Class Z Voya · Separate account IndexRecordkeeper's own fund | $2.5M | 29.9% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $2.1M | 24.4% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.4M | 16.3% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.3M | 15.2% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $306K | 3.6% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $234K | 2.7% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $150K | 1.8% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund | $83K | 1.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 0.6% |
| Voya Index Solution 2065 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $49K | 0.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2025 Portfolio Class Z | $1.5M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.