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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,285 |
4 funds of $250K or more; 11 lines in all, holding $4.4M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2035 Fd R Manager not matched · Collective trust | $1.9M | 41.9% |
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $1.1M | 24.2% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Collective trust | $686K | 15.4% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $645K | 14.5% |
| date, rate of interest, collateral, par or maturity Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $97K | 2.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $48K | 1.1% |
| iShares MSCI EAFE Index Fnd K BlackRock · ETF Index | $15K | 0.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $10K | 0.2% |
| Attachment to 2025 Form Manager not matched · Other | $6K | 0.1% |
| Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market Recordkeeper's own fund | $514 | <0.1% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.