Filings through .
Filed October 4, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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4 funds of $250K or more; 23 lines in all, holding $2.8M of the plan's $3.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund Index | $461K | 16.4% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund Index | $441K | 15.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $292K | 10.4% |
| Voya MidCap Opportunities Fund Class R6 Voya · Mutual fund | $258K | 9.2% |
| Voya Index Solution 2025 Portfolio Class Z Voya · Mutual fund Index | $233K | 8.3% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund Index | $209K | 7.5% |
| Voya Fixed Plus Account III Voya · Insurance contract | $174K | 6.2% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund Index | $119K | 4.2% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund | $111K | 4.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $70K | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.