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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $320,569 |
KESTRA FINANCIAL1+ years Filed as: KESTRA ADVISORY SERVICES Service code 26 · EIN 35-2552359 | Advisory (Participants) | $88,739 |
THE BENEFIT PRACTICE1+ years Service code 49 · EIN 13-4144565 | Other Services | $71,707 |
PRICEKUBECKA PLLC1+ years Filed as: PRICEKUBECKA, PLLC Service code 10 · EIN 75-2783674 | Accounting | $10,000 |
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $7,798 |
25 funds of $250K or more; 21 lines in all, holding $117M of the plan's $118M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: BlackRock LifePath, other, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Separate account Target-date, 9 vintages | $69.4M | 59.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $15.7M | 13.4% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $7.7M | 6.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Separate account Index | $3.8M | 3.2% |
| American Funds Am Balanced R6 Capital Group · Separate account | $3.7M | 3.2% |
| American Funds Amer Mutual R6 Capital Group · Separate account | $2.2M | 1.9% |
| Invesco Small CAP Value Fund Class R6 Invesco · Separate account | $2.1M | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $2.0M | 1.7% |
| MetLife Stable Value Fund MetLife · Insurance contract | $1.8M | 1.5% |
| Fidelity US Bd Id Fd Fidelity (FMR) · Separate account | $1.7M | 1.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.