Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 99 · EIN 20-4553256 | Other Fees | $57,853 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $19,330 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,879 |
27 funds of $250K or more; 29 lines in all, holding $38.2M of the plan's $38.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Voya Target Solution, other, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Insurance contract Target-date, 9 vintages | $12.7M | 33.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $3.4M | 9.0% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $2.7M | 7.0% |
| Fidelity Advisor Technology Fund Fidelity (FMR) · Insurance contract | $2.5M | 6.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.4M | 6.3% |
| Fully Benefit-Responsive Investment Contracts: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $1.4M | 3.6% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Insurance contract Index | $1.2M | 3.2% |
| Vanguard International Growth Vanguard · Insurance contract | $1.2M | 3.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.1M | 2.8% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Insurance contract Index | $1.0M | 2.6% |
Added 10 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $3.4M |
| AddedVanguard Total Stock Market Index Fund Admiral Shares | $2.4M |
| AddedFidelity Nasdaq Composite Index Fund | $1.2M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.