Filings through .
Filed December 28, 2009
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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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 99 · EIN 71-0294708 | Other Fees | $114,309 |
27 funds of $250K or more; 23 lines in all, holding $41.1M of the plan's $41.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $25.8M | 62.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 6.7% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $2.3M | 5.7% |
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract | $1.6M | 4.0% |
| Nyli Winslow Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund | $912K | 2.2% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $839K | 2.0% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Insurance contract Index | $805K | 2.0% |
| Voya Fixed Plus Account III Voya · Insurance contract | $781K | 1.9% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $742K | 1.8% |
| Global Equities Account Class R1 TIAA (Nuveen) · Insurance contract | $737K | 1.8% |
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeNyli Winslow Large Cap Growth Fund Class R1 to Nyli Winslow Large Cap Growth Fund Class I | $727K to $912K |
| AddedRBC Emerging Markets Equity Fund Class R6 | $385K |
| DroppedInv Dev Mrkts Fd R6 | $296K |
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.