Filings through .
Filed May 17, 2011 (most recent of 2 filings on file)
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 INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
16 funds of $250K or more; 22 lines in all, holding $12.9M of the plan's $15.8M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya VY TRowePrice Grwth Eqty Port I Voya · Insurance contract Recordkeeper's own fund | $1.6M | 12.1% |
| Voya U.S. Stock Index Portfolio Class I Voya · Insurance contract IndexRecordkeeper's own fund | $1.5M | 11.6% |
| Voya Large Cap Growth Port Srv Voya · Insurance contract Recordkeeper's own fund | $1.3M | 10.4% |
| Voya Russell Mid Cap Index Port I Voya · Insurance contract IndexRecordkeeper's own fund | $910K | 7.0% |
| American Funds AM Balanced R4 N/R Capital Group · Mutual fund | $862K | 6.7% |
| Voya Solution 2045 Portfolio Srv Voya · Insurance contract Recordkeeper's own fund | $817K | 6.3% |
| Fidelity VIP Mid Cap Portfolio I Fidelity (FMR) · Mutual fund | $792K | 6.1% |
| Voya Solution 2025 Portfolio Srv Voya · Insurance contract Recordkeeper's own fund | $776K | 6.0% |
| Voya Solution 2035 Portfolio Srv Voya · Insurance contract Recordkeeper's own fund | $745K | 5.8% |
| American Funds Cap Wld G&i R4 Capital Group · Mutual fund | $733K | 5.7% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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.