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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $60,131 |
EQUITABLE ADVISORS LLC6 years Service code 99 · EIN 13-4071393 | Other Fees | $31,364 |
12 funds of $250K or more; 19 lines in all, holding $7.5M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $2.8M | 37.5% |
| American Funds Am Balanced Capital Group · Mutual fund | $1.2M | 16.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 15.9% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $348K | 4.7% |
| JPMorgan SmCp Growth Fnd R6 JPMorgan · Mutual fund | $341K | 4.5% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $321K | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $310K | 4.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $291K | 3.9% |
| Hartfrd Dividnd & Grw Fnd R6 Manager not matched · Mutual fund | $168K | 2.2% |
| Allspg Spec MdCp Vl Fd R6 Manager not matched · Mutual fund | $155K | 2.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.