Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98,590 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $44,640 |
17 funds of $250K or more; 32 lines in all, holding $19.7M of the plan's $23.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.7M | 13.6% |
| PIMCO Realpth Blnd Inc Ins PIMCO (Allianz) · Mutual fund | $2.5M | 12.5% |
| PIMCO Realpth Blnd 2035 Ins PIMCO (Allianz) · Mutual fund | $2.4M | 12.3% |
| PIMCO Realpth Blnd 2055 Ins PIMCO (Allianz) · Mutual fund | $1.8M | 8.9% |
| PIMCO Realpth Blnd 2045 Ins PIMCO (Allianz) · Mutual fund | $1.3M | 6.7% |
| Fidelity Ttl Mkt Id Fd Fidelity (FMR) · Mutual fund | $1.2M | 6.1% |
| PIMCO Realpth Blnd 2060 Ins PIMCO (Allianz) · Mutual fund | $944K | 4.8% |
| PIMCO Realpth Blnd 2050 Ins PIMCO (Allianz) · Mutual fund | $794K | 4.0% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $780K | 3.9% |
| PIMCO Realpth Blnd 2030 Ins PIMCO (Allianz) · Mutual fund | $704K | 3.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmCen Mid Cap Value Fund R6 | $557K |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.