Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-3307854 | Other Fees | $6,740 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 71-0294708 7908 N SAM HOUSTON PKWY W, STE 500 · HOUSTON, TX 77064 | Other Services | $0 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
4 funds of $250K or more; 31 lines in all, holding $3.6M of the plan's $3.7M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2065 P Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $766K | 21.2% |
| Voya Index Solution 2060 P Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $691K | 19.2% |
| Voya Index Solution 2055 Portfolio Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $418K | 11.6% |
| Voya Index Solution 2040 P Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $256K | 7.1% |
| Voya Index Solution 2035 Portfolio Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $227K | 6.3% |
| Voya Index Solution 2050 P Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $226K | 6.3% |
| Voya Government Money Market Fund A7 Voya · Money market Recordkeeper's own fund | $213K | 5.9% |
| Voya Index Solution 2045 Portfolio Z1 Voya · Mutual fund IndexRecordkeeper's own fund | $198K | 5.5% |
| Cost Value Guaranteed Investment Contra Manager not matched · Insurance contract | $157K | 4.3% |
| Vanguard 500 Index Fund Adm2 Vanguard · Mutual fund Index | $76K | 2.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2060 Portfolio Class Z | $567K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.