Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Few collective trusts
5% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$4K in admin expenses, $36 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 18 lines in all, holding $4.8M of the plan's $4.9M. Recordkeeper: Voya.
Target-date series: Voya Target Solution, other, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $3.1M | 64.8% |
| Vangrd St-Term Federal Fnd Adm Vanguard · Insurance contract | $246K | 5.1% |
| Voya BlkRck Md Cp Equity Ind Fd R BlackRock · Insurance contract | $243K | 5.0% |
| Voya BlkRck Equity Index Fund R BlackRock · Insurance contract Index | $241K | 5.0% |
| Voya BlkRck EAFE Equity Index Fnd R BlackRock · Collective trust Index | $218K | 4.5% |
| Voya Trgt Solution Trust: Inc 8 Voya · Insurance contract Recordkeeper's own fund | $198K | 4.1% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $186K | 3.9% |
| Voya BlkRck Russ 2000 Ind Fd R BlackRock · Insurance contract | $98K | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Insurance contract | $77K | 1.6% |
| PIMCO Total Return Fund II Institutional PIMCO (Allianz) · Insurance contract | $73K | 1.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 Other Fees | $18,253 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 Advisory (Plan) | $2,627 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025