Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 24 · EIN 71-0294708 | Discretionary Trustee | $56,589 |
Service code 99 · EIN 47-1411118 | Other Fees | $26,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 20 · EIN 02-0488491 | Trustee (individual) | $4,164 |
20 funds of $250K or more; 19 lines in all, holding $22.9M of the plan's $23.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.2M | 40.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 18.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.3M | 10.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.8M | 7.8% |
| Amer Fnds American Balance R6 Manager not matched · Mutual fund | $918K | 4.0% |
| Victory Sycmr Est Vl Fd R6 Victory Capital · Mutual fund | $557K | 2.4% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $516K | 2.3% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $469K | 2.0% |
| Amer Fnds New World Fund R6 Manager not matched · Mutual fund | $464K | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $372K | 1.6% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPgim Jennison MID-CAP Growth Fund Class R6 to Federated Hermes MDT Mid Cap Growth Fund | $547K to $308K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.