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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 | $12,153 |
18 funds hold $49.8M of the plan's $53.8M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Manager not matched · Collective trust Target-date, 11 vintages | $33.0M | 66.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.5M | 13.1% |
| Amer Fnds The Grw of Amer R6 Manager not matched · Mutual fund | $2.6M | 5.1% |
| S St Gl Al Cp Eq xUS I SL S II Manager not matched · Collective trust | $2.2M | 4.5% |
| Bnym SL MC Stk Ind Fd Ins BNY · Collective trust | $1.8M | 3.7% |
| SStr US Bond Index SL Fd XIV Manager not matched · Collective trust Index | $972K | 2.0% |
| Amer Fnds Eupac Fund R6 Manager not matched · Mutual fund | $867K | 1.7% |
| Bnym SL Small Cap 600 SIF Inst BNY · Collective trust | $762K | 1.5% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $646K | 1.3% |
| Amer Fnds Fundamental Invt R6 Manager not matched · Mutual fund | $253K | 0.5% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.