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| Provider | Service type | Compensation |
|---|---|---|
SAIPH CAPITAL LLC4 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $77,602 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $28,327 |
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $23,876 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,629 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
31 funds of $250K or more; 28 lines in all, holding $57.8M of the plan's $59.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $25.8M | 44.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $7.8M | 13.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Insurance contract | $3.9M | 6.7% |
| Voya Fixed Account Voya · Insurance contract | $3.2M | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.0M | 3.4% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract | $1.7M | 3.0% |
| American Funds Wash Mutual R6 Capital Group · Insurance contract | $1.5M | 2.7% |
| Pooled Separate Account Sub-Accounts Voya Retirement Insurance and Annuity Company Capital Group · Separate account | $1.5M | 2.7% |
| American Funds Am Balanced R6 Capital Group · Insurance contract | $1.5M | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.3M | 2.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.