Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$39K in admin expenses, $47 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $57.1M of the plan's $58.6M. Recordkeeper: Voya.
Target-date series: Voya Target Solution, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $27.7M | 48.5% |
| Vanguard 500 Index Fund Vanguard · Separate account Index | $7.0M | 12.2% |
| Growth Fund OF America Capital Group · Mutual fund | $5.3M | 9.3% |
| American Balanced Fund Capital Group · Mutual fund | $2.1M | 3.6% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $1.9M | 3.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.7M | 3.0% |
| MFS International Intrinsic Equity Fund MFS (Sun Life) · Mutual fund | $1.7M | 2.9% |
| Voya MidCap Opportunities Fund Voya · Mutual fund Recordkeeper's own fund | $1.1M | 2.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.1M | 1.9% |
| Income Fund OF America Capital Group · Mutual fund | $1.0M | 1.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS International Intrinsic Equity Fund | $1.7M |
| DroppedMFS International Value Fund | $1.3M |
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. They do not show money moved.
15 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 15 · EIN 71-0294708 Recordkeeping | $23,750 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $2,520 |
LIFESTYLE RETIREMENT COMPANY9 years Service code 49 · EIN 25-1867808 409 S. PUGH STREET · STATE COLLEGE, PA 16801 Other Services | $0 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed December 28, 1998.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025