Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% 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.
$14K in admin expenses, $177 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 18 lines in all, holding $6.4M of the plan's $6.5M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $2.0M | 32.1% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $1.7M | 27.0% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $849K | 13.4% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $606K | 9.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $235K | 3.7% |
| Growth Fund OF America Capital Group · Mutual fund | $159K | 2.5% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund Index | $148K | 2.3% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $116K | 1.8% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $108K | 1.7% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $107K | 1.7% |
| 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.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
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 1 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 64 · EIN 71-0294708 Recordkeeping Fees | $14,015 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025