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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $8,133 |
21 funds of $250K or more; 40 lines in all, holding $18.7M of the plan's $19.9M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2045 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.9M | 10.2% |
| Voya Index Solution 2035 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.9M | 10.2% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 7.4% |
| Voya Index Solution 2040 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.4M | 7.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.3M | 6.8% |
| Voya Index Solution 2060 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.1M | 5.9% |
| Voya Index Solution 2050 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.1M | 5.7% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $999K | 5.3% |
| Voya Index Solution 2055 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $807K | 4.3% |
| Voya Index Solution 2030 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $620K | 3.3% |
Dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCollateral, Value Cost Value Voya Inde | $993K |
| Other vehicle moveVanguard LifeStrategies Moderate Growth to Vanguard LifeStrategies Mod Growthseparate account to mutual fund | $306K to $400K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 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 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.