Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CETERA FINANCIAL GROUP8 years Filed as: CETERA ADVISORS, LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
Filed as: SCP RETIREMENT Service code 49 · EIN 71-0294708 | Other Services | $0 |
Filed as: VOYA RETIREMENT Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
24 funds of $250K or more; 28 lines in all, holding $31.0M of the plan's $31.4M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $13.3M | 42.9% |
| Voya Large-Cap Growth R6 Voya · Mutual fund Recordkeeper's own fund | $2.8M | 8.9% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $1.9M | 6.0% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 4.4% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.1M | 3.7% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $1.1M | 3.4% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.1M | 3.4% |
| Columbia Mid Cap Value 13 Ameriprise (Columbia Threadneedle) · Mutual fund | $1.0M | 3.3% |
| Neuberger Quality Equity Fund Class R6 Neuberger Berman · Mutual fund | $998K | 3.2% |
| Investment Global Fund R6 Voya · Mutual fund Recordkeeper's own fund | $782K | 2.5% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNeuberger Quality Equity Fund Class R6 | $998K |
| DroppedNeuberger Berman Sustain Equity R6 | $836K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 11 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.