Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$33K in admin expenses, $254 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 20 lines in all, holding $1.4M of the plan's $1.4M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Realpth Blnd 2030 Ins PIMCO (Allianz) · Mutual fund | $314K | 21.8% |
| PIMCO Realpth Blnd 2045 Ins PIMCO (Allianz) · Mutual fund | $221K | 15.3% |
| PIMCO Realpth Blnd 2060 Ins PIMCO (Allianz) · Mutual fund | $179K | 12.4% |
| PIMCO Realpth Blnd 2035 Ins PIMCO (Allianz) · Mutual fund | $130K | 9.0% |
| PIMCO Realpth Blnd Inc Ins PIMCO (Allianz) · Mutual fund | $127K | 8.8% |
| PIMCO Realpth Blnd 2040 Ins PIMCO (Allianz) · Mutual fund | $125K | 8.6% |
| PIMCO Realpth Blnd 2050 Ins PIMCO (Allianz) · Mutual fund | $119K | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $70K | 4.9% |
| PIMCO Realpth Blnd 2055 Ins PIMCO (Allianz) · Mutual fund | $60K | 4.2% |
| PIMCO Realpth Blnd 2025 Ins PIMCO (Allianz) · Mutual fund | $46K | 3.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $25,619 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 99 · EIN 33-0449333 Other Fees | $7,122 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025