Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,681 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $0 |
16 funds of $250K or more; 31 lines in all, holding $32.1M of the plan's $32.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Large Cap Growth Portfolio Institutional Voya · Insurance contract | $8.7M | 27.2% |
| VY T. Rowe Price Capital Appreciation Portfolio Insti T. Rowe Price · Insurance contract | $6.8M | 21.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $3.3M | 10.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $2.1M | 6.5% |
| NEW Perspective Fund Class R-6 Capital Group · Insurance contract | $1.5M | 4.8% |
| Fully Benefit-Responsive Investment Contracts: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $1.2M | 3.9% |
| Voya VY Baron Growth Portfolio I Voya · Insurance contract | $1.2M | 3.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Insurance contract | $954K | 3.0% |
| Voya Retirement Insurance and Annuity Company Capital Group · Separate account | $867K | 2.7% |
| JPMorgan Income Fund Class R6 JPMorgan · Insurance contract | $741K | 2.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.