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| Provider | Service type | Compensation |
|---|---|---|
SAIPH CAPITAL LLC5 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $31,982 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH BROWN Service code 99 · EIN 22-2027092 | Other Fees | $18,720 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $2,250 |
13 funds of $250K or more; 27 lines in all, holding $22.4M of the plan's $22.4M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 8% of fund dollars
Dropped 7 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $4.8M |
| DroppedVanguard LifeStrategy 60/40 Fund Investor Shares | $3.5M |
| DroppedVanguard 500 Index Fund Admiral Shares | $3.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 stable value or insurance lines.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.