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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $96,866 |
Service code 99 · EIN 46-2309236 | Other Fees | $61,965 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,431 |
17 funds of $250K or more; 26 lines in all, holding $23.6M of the plan's $51.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.2M | 26.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 12.1% |
| date,rate of interest, collateral, par, or maturity date Amana Growth Fund Inv Manager not matched · Mutual fund | $2.0M | 8.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 8.3% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.7% |
| Infostretch 401(K) Profit Sharing Plan Plan 002 Vangrd Mid-Cap Index Fund Adm Vanguard · Mutual fund Index | $1.2M | 5.1% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $1.0M | 4.4% |
| Dodge & Cox Income Fund Class I Dodge & Cox · Mutual fund | $995K | 4.2% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $990K | 4.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $725K | 3.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.