Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$2K in admin expenses, $13 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 28 lines in all, holding $13.0M of the plan's $14.3M. Recordkeeper: Voya.
Target-date series: Voya Target Solution, other, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $2.9M | 22.0% |
| Growth Fund OF America Class A Capital Group · Separate account | $2.4M | 18.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $1.4M | 10.9% |
| Voya Target Solution Voya · Separate account Target-date, 9 vintagesRecordkeeper's own fund | $1.4M | 10.8% |
| Voya Target In-Retirement Fund Voya · Separate account Recordkeeper's own fund | $1.4M | 10.6% |
| Income Fund OF America Class A Capital Group · Separate account | $625K | 4.8% |
| American Funds Growth and Income Portfolio Class A Capital Group · Separate account | $570K | 4.4% |
| Eupac Fund Class A Capital Group · Separate account | $537K | 4.1% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Separate account | $503K | 3.9% |
| Neuberger Strategic Income Fund Neuberger Berman · Separate account | $323K | 2.5% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
18 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 Advisory (Plan) | $2,425 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $68 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025