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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $57,764 |
Service code 99 · EIN 23-2748550 | Other Fees | $25,000 |
12 funds of $250K or more; 9 lines in all, holding $28.0M of the plan's $28.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $10.8M | 38.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $4.0M | 14.4% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $3.9M | 13.9% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $2.5M | 9.1% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $2.0M | 7.3% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 5.9% |
| Vanguard Retirement Savings Trust Vanguard · Stable value Stable value | $1.6M | 5.6% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 4.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $121K | 0.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Investor Shares | $10.8M |
| DroppedPar, or Maturity Value Cost Value Mutual Funds Vanguard | $10.8M |
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, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.