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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCIERGE RETIREMENT SERVICES INC Service code 49 7 RYE RIDGE PLZ #404 · RYE BROOK, NY 10573 | Other Services | $0 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
15 funds of $250K or more; 35 lines in all, holding $26.2M of the plan's $26.5M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $5.3M | 20.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Separate account | $4.3M | 16.2% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $3.3M | 12.5% |
| Vangrd LifeStrat Md Grw Fd Inv Vanguard · Separate account | $1.9M | 7.3% |
| Vangrd LifeStrat Grw Fd Inv Vanguard · Separate account | $1.4M | 5.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $1.4M | 5.2% |
| American Funds EuroPacific R6 Capital Group · Separate account | $1.3M | 4.8% |
| Voya Fixed Account Voya · Insurance contract | $1.3M | 4.8% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $1.2M | 4.6% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $1.1M | 4.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.