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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 | Other Services | $5,825 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,040 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 | Recordkeeping Fees | $4 |
Service code 49 · EIN 04-2530412 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $0 |
14 funds of $250K or more; 40 lines in all, holding $16.0M of the plan's $16.5M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust Index | $2.6M | 16.3% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust Index | $2.2M | 13.7% |
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust Index | $2.1M | 13.3% |
| Maturity Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 8.0% |
| MyCompass Ind Agg 2045 Fd R Manager not matched · Collective trust Index | $882K | 5.5% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust Index | $839K | 5.2% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund Possible retail class A | $609K | 3.8% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Collective trust Index | $589K | 3.7% |
| MyCompass Index Conservative 2035 Fund Manager not matched · Collective trust Index | $584K | 3.7% |
| JPMorgan U.S. Garp Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $565K | 3.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.