Filings through .
Filed November 25, 2008
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 INC5 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 15 · EIN 71-0294708 | Recordkeeping | $90,479 |
Service code 99 · EIN 33-0905143 | Other Fees | $61,954 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,897 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 99 120 VANTIS, STE.400 · ALISO VIEJO, CA 92656 | Other Fees | $2,650 |
16 funds of $250K or more; 29 lines in all, holding $29.0M of the plan's $29.2M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Moderate 2035 Manager not matched · Collective trust Index | $5.3M | 18.2% |
| MyCompass Index Moderate 2045 Fund Manager not matched · Collective trust Index | $4.4M | 15.2% |
| MyCompass Ind Moderate 2055 Manager not matched · Collective trust Index | $3.9M | 13.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 12.2% |
| MyCompass Ind Moderate Retirement Manager not matched · Collective trust Index | $2.9M | 9.9% |
| Large Cap Growth Fund III Manager not matched · Collective trust | $2.1M | 7.2% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.8M | 6.1% |
| Large CP Value I1 Manager not matched · Collective trust | $618K | 2.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $519K | 1.8% |
| MyCompass Index Aggressive 2045 Fund Manager not matched · Collective trust Index | $493K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.