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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC8 years Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $66,433 |
CETERA FINANCIAL GROUP9 years Filed as: CETERA ADVISOR NETWORKS Service code 55 | Other Commissions | $45,531 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 | Other Services | $16,252 |
CETERA FINANCIAL GROUP8 years Filed as: CETERA ADVISORS NETWORK Service code 10 · EIN 06-1375177 | Accounting | $0 |
Filed as: FREEMAN RETIREMENT PLAN CONSUTLING Service code 49 · EIN 27-0212300 | Other Services | $0 |
24 funds of $250K or more; 27 lines in all, holding $36.8M of the plan's $36.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $12.1M | 32.8% |
| Eupac Fund Capital Group · Mutual fund | $5.7M | 15.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.0M | 10.8% |
| Amcap Fund Capital Group · Mutual fund | $2.8M | 7.5% |
| American Funds Washington Mutual Capital Group · Mutual fund | $2.5M | 6.8% |
| Voya PGM Total Return Bond Fund Voya · Mutual fund Recordkeeper's own fund | $2.1M | 5.7% |
| Voya Pmco Income Fund Voya · Mutual fund Recordkeeper's own fund | $1.2M | 3.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.1M | 3.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 2.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $663K | 1.8% |
Added 1 fund, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighPgim Total Return Bond Fund to Voya PGM Total Return Bond Fund | $1.9M to $2.1M |
| ReplacedHighPIMCO Income Fund to Voya Pmco Income Fund | $689K to $1.2M |
| AddedDFA Commodity Strategy Fund Voya DFA Inflation Protected | $534K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.