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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 | $33,852 |
WORLD INVESTMENT ADVISORS LLC1+ years Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $21,409 |
13 funds of $250K or more; 18 lines in all, holding $11.4M of the plan's $11.5M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.9M | 51.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 20.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 9.5% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $738K | 6.5% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $384K | 3.4% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $322K | 2.8% |
| American Amer Fnds American Balance R6 Capital Group · Mutual fund | $158K | 1.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $134K | 1.2% |
| Allspring Allspg Spec MdCp Vl Fd R6 Allspring · Mutual fund | $106K | 0.9% |
| Neuberger SmCp GrowthFd R6 Neuberger Berman · Mutual fund | $104K | 0.9% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.