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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $66,548 |
29 funds of $250K or more; 24 lines in all, holding $50.2M of the plan's $50.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 12 vintages | $21.4M | 42.7% |
| American Funds Growth Portfolio Class R-6 Capital Group · Insurance contract | $7.2M | 14.3% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $4.5M | 9.0% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Insurance contract | $2.6M | 5.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $2.0M | 4.0% |
| Global Allocation 60/40 Portfolio - Institutional Class Dimensional · Insurance contract | $1.8M | 3.6% |
| American Funds EuroPacific Growth Fund R Capital Group · Separate account | $1.7M | 3.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Insurance contract Index | $1.5M | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $1.1M | 2.2% |
| Fidelity Total International Index Fund Fidelity (FMR) · Insurance contract Index | $980K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.