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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BDS CONSULTING GROUP Service code 15 · EIN 71-0294708 | Recordkeeping | $11,218 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 15 · EIN 71-0294708 | Recordkeeping | $3,175 |
COMMONWEALTH FINANCIAL NETWORK11+ years Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
9 funds of $250K or more; 23 lines in all, holding $7.0M of the plan's $7.6M. From the 2025 filing. Recordkeeper: BDS Consulting Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vangrd LifeStrat Grw Fd Inv Vanguard · Separate account | $1.3M | 18.4% |
| Vangrd LifeStrat Md Grw Fd Inv Vanguard · Separate account | $1.1M | 15.7% |
| Voya Index Solution 2030 P Z Voya · Separate account Index | $854K | 12.1% |
| American Funds Growth Portfolio Class R-6 Capital Group · Separate account | $633K | 9.0% |
| Voya Index Solution 2040 P Z Voya · Separate account Index | $432K | 6.1% |
| Voya Index Solution Inc P Z Voya · Separate account Index | $360K | 5.1% |
| Voya Index Solution 2035 P Z Voya · Separate account Index | $352K | 5.0% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Separate account | $342K | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $287K | 4.1% |
| Voya Index Solution 2045 P Z Voya · Separate account Index | $248K | 3.5% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.