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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC7+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $28,112 |
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 35-2552359 | Other Fees | $16,657 |
12 funds hold $6.6M of the plan's $6.9M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Voya Target Solution, collective trust, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $3.0M | 46.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $919K | 14.0% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $842K | 12.8% |
| Franklin Small-Mid Cap Growth Fund Franklin Templeton · Mutual fund | $342K | 5.2% |
| Vanguard Wellington Fund Vanguard · Mutual fund | $309K | 4.7% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $269K | 4.1% |
| Janus Henderson Flexible Bond Fund Janus Henderson · Mutual fund | $232K | 3.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $220K | 3.4% |
| American Funds International Vantage Fund Capital Group · Mutual fund | $184K | 2.8% |
| Voya Target Solution Trust Fund Voya · Collective trust Recordkeeper's own fund | $160K | 2.4% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.