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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT FUND MGMT2 years Filed as: RETIREMENT FUND MANAGEMENT Service code 99 · EIN 58-2223362 | Other Fees | $54,195 |
ERISA SERVICES, INC.4+ years Filed as: ERISA SERVICES OF GA, LLC Service code 49 P O BOX 24628 · KNOXVILLE, TN 37933 | Other Services | $18,442 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,584 |
11 funds of $250K or more; 18 lines in all, holding $19.0M of the plan's $19.1M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $13.9M | 73.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 8.9% |
| Gldmn Sachs LgCp Gr Ins Fd R6 Manager not matched · Mutual fund | $764K | 4.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $474K | 2.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $332K | 1.7% |
| US Equity Research 1 T. Rowe Price · Mutual fund | $268K | 1.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $225K | 1.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $224K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $214K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund | $195K | 1.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
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.