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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $82,135 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $44,951 |
16 funds of $250K or more; 28 lines in all, holding $24.6M of the plan's $25.4M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Great Gray FlexPath, collective trust, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath Index Moderate 2045 R1 Manager not matched · Collective trust Index | $4.7M | 19.0% |
| Flexpath Index Mod 2055 R1 Manager not matched · Collective trust Index | $4.2M | 16.9% |
| flexPATH Index Moderate 2035 Fund R1 Manager not matched · Collective trust Index | $4.1M | 16.7% |
| BlkRck EAFE Equity Index Fnd 1 BlackRock · Collective trust Index | $2.3M | 9.4% |
| BlkRck Equity Index Fund 1 BlackRock · Collective trust Index | $1.6M | 6.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.5% |
| flexPATH Index Aggressive 2035 Fund R1 Manager not matched · Collective trust Index | $1.0M | 4.3% |
| flexPATH Index Moderate Retirement Fund R1 Manager not matched · Collective trust Index | $798K | 3.2% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $757K | 3.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $693K | 2.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.