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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $13,077 |
MORNINGSTAR6 years Service code 27 | Advisory (Plan) | $3,509 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 | Recordkeeping Fees | $31 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
9 funds of $250K or more; 29 lines in all, holding $7.5M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Voya Retirement Insurance and Annuity Company Capital Group · Separate account | $1.1M | 14.3% |
| American Funds Wash Mtual R6 Capital Group · Insurance contract | $837K | 11.1% |
| Vangrd Intl Grw Fnd Adm Voya · Insurance contract Recordkeeper's own fund | $746K | 9.9% |
| Fully benefit-responsive investments at contract value - Voya Retirement Insurance and Annuity Co. Voya · Insurance contract Recordkeeper's own fund | $700K | 9.3% |
| PIMCO Income Fund Inst PIMCO (Allianz) · Insurance contract | $558K | 7.4% |
| Vangrd Strategic Eqty Fnd Inv Voya · Insurance contract Recordkeeper's own fund | $477K | 6.4% |
| Carillon Eagle Mid Cap Growth Fund R6 Raymond James · Insurance contract | $422K | 5.6% |
| DFA US Targeted VI Port Ins Dimensional · Insurance contract | $327K | 4.4% |
| DFA Real Estate Secs Port Ins Dimensional · Insurance contract | $286K | 3.8% |
| Vangrd 500 Index Fund Adm Voya · Insurance contract IndexRecordkeeper's own fund | $245K | 3.3% |
Covers 60,908 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.
The auditor signed off without reservation. This is the cleanest opinion.