Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $3,663 |
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,413 |
Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $1,309 |
16 funds of $250K or more; 35 lines in all, holding $10.4M of the plan's $11.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts AmCen Ultra Fund R6 Manager not matched · Separate account | $1.5M | 14.5% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Separate account | $1.1M | 10.6% |
| Franklin Rising Divdnds Fnd R6 Franklin Templeton · Separate account | $912K | 8.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Separate account | $583K | 5.6% |
| DFA Infl-Prot Sec Port Ins Dimensional · Separate account | $582K | 5.6% |
| BNY Mellon Intl Stock Fnd Y BNY · Separate account | $522K | 5.0% |
| Voya Intermediate Bond Fund Class R6 Voya · Separate account | $520K | 5.0% |
| Voya Index Solution 2060 P Z Voya · Separate account Index | $467K | 4.5% |
| Eaton Vance Inc Fd of Bstn R6 Morgan Stanley · Separate account | $458K | 4.4% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Separate account Index | $455K | 4.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.