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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 30 N. LASALLE ST., SUITE 2624 · CHICAGO, IL 60602 | Other Services | $14,167 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,448 |
21 funds of $250K or more; 35 lines in all, holding $32.1M of the plan's $32.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2040 T Date R6 Capital Group · Mutual fund | $5.6M | 17.5% |
| American Funds 2035 T Date R6 Capital Group · Mutual fund | $4.3M | 13.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 11.0% |
| American Funds 2045 T Date R6 Capital Group · Mutual fund | $2.4M | 7.6% |
| American Funds 2030 T Date R6 Capital Group · Mutual fund | $2.2M | 6.7% |
| American Funds 2025 T Date R6 Capital Group · Mutual fund | $1.8M | 5.5% |
| Insurance Company General Account Voya · Insurance contract | $1.7M | 5.4% |
| American Funds 2050 T Date R6 Capital Group · Mutual fund | $1.6M | 5.0% |
| American Funds 2055 T Date R6 Capital Group · Mutual fund | $1.2M | 3.7% |
| American Funds 2060 T Date R6 Capital Group · Mutual fund | $920K | 2.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.