Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC, Service code 49 | Other Services | $6,546 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,555 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,651 |
Filed as: BENEFIT PLANS, INC. Service code 49 · EIN 47-0617162 16924 FRANCES ST. · OMAHA, NE 68130 | Other Services | $0 |
11 funds of $250K or more; 34 lines in all, holding $12.9M of the plan's $13.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Separate account Index | $4.0M | 30.8% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $1.6M | 12.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 9.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $975K | 7.6% |
| MyCompass Index Moderate 2045 Fund Class R Manager not matched · Mutual fund Possible retail class A | $805K | 6.2% |
| MyCompass Index Moderate 2065 Fund Class R Manager not matched · Mutual fund Possible retail class A | $620K | 4.8% |
| MyCompass Index Moderate 2035 Fund Class R Manager not matched · Mutual fund Possible retail class A | $591K | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $504K | 3.9% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund Possible retail class A | $413K | 3.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $263K | 2.0% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedMyCompass Index Moderate 2045 Fund Class R | $805K |
| AddedMyCompass Index Moderate 2065 Fund Class R | $620K |
| AddedMyCompass Index Moderate 2035 Fund Class R | $591K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.