Filings through .
Filed July 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $106,538 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $32,777 |
NEWPORT GROUP, INC.4 years Service code 49 35 IRON POINT CIR · FOLSOM, CA 95630 | Other Services | $32,467 |
31 funds of $250K or more; 24 lines in all, holding $86.6M of the plan's $86.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $26.2M | 30.2% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $16.4M | 18.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $5.8M | 6.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $5.1M | 5.9% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $5.1M | 5.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $4.1M | 4.8% |
| Eupac Fund Capital Group · Mutual fund | $3.6M | 4.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $3.4M | 3.9% |
| Voya Fixed Account Voya · Insurance contract | $3.1M | 3.6% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $2.2M | 2.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.