Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$15K in admin expenses, $34 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 23 lines, holding $40.6M of the plan's $40.7M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $17.9M | 44.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Separate account Index | $3.8M | 9.4% |
| American Funds Fundamental Capital Group · Separate account | $3.4M | 8.5% |
| Small Cap Value Fund American Century · Separate account | $2.0M | 5.0% |
| Voya Large Cap Growth Portfolio Voya · Separate account Recordkeeper's own fund | $1.9M | 4.6% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Separate account Index | $1.6M | 4.0% |
| American Funds Washington Mutual Fund Capital Group · Separate account | $1.3M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $1.2M | 2.9% |
| Invesco Diversified Dividend Fund Invesco · Separate account | $940K | 2.3% |
| Victory Sycamore Established Value Fund Victory Capital · Separate account | $901K | 2.2% |
| 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 |
13 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.
13 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 3 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC9 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 Other Fees | $8,431 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $6,405 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 Advisory (Plan) | $5,172 |
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.
Filed September 18, 2024.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025