Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$125K in admin expenses, $382 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $44.1M of the plan's $47.2M. Recordkeeper: Voya.
Target-date series: Fidelity Freedom, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $20.3M | 46.1% |
| Amer Fnds Fundamental Invt R6 Manager not matched · Mutual fund | $5.6M | 12.7% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $3.7M | 8.4% |
| Amer Fnds The Grw of Amer R6 Manager not matched · Mutual fund | $3.4M | 7.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 3.9% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $1.4M | 3.2% |
| Amer Fnds American Mutual R6 Manager not matched · Mutual fund | $1.4M | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $1.3M | 3.0% |
| Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $970K | 2.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmer Fnds American Mutual R6 | $1.4M |
| DroppedAmerican Funds Nw Prspctv R6 | $1.2M |
| Share class changePgim High Yield Fund Class R6 to Krauss-Maffei Corporation 401(K) RET Saving Plan Plan 001 Pgim High Yield Fund R6 | $272K to $271K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
6 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 Other Fees | $109,612 |
Filed as: LEGACY FINANCIAL ADVISORS Service code 99 · EIN 20-4972254 Other Fees | $48,898 |
BARNES DENNIG10+ years Service code 99 · EIN 31-1111989 Other Fees | $10,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $5,347 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025