Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $30K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
<1% 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.
$20K in admin expenses, $65 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 23 lines in all, holding $12.7M of the plan's $12.9M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $5.3M | 42.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $1.4M | 11.2% |
| Vangrd Tot Int Stk In F Adm Vanguard · Separate account | $852K | 6.7% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $782K | 6.2% |
| Vangrd Sm-Cap Vl Index Fnd Adm Vanguard · Separate account Index | $533K | 4.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Separate account Index | $461K | 3.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Separate account | $393K | 3.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $381K | 3.0% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Separate account Index | $347K | 2.7% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $329K | 2.6% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ONEDIGITAL, LLC Service code 99 · EIN 85-3439612 Other Fees | $69,278 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $9,972 |
MORNINGSTAR10+ years Service code 27 Advisory (Plan) | $1,921 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025