Filings through .
Filed August 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FORUS ADVISORS LLC5 years Service code 99 · EIN 46-1803145 | Other Fees | $27,836 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $20,627 |
3 funds of $250K or more; 7 lines in all, holding $2.4M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 54.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $496K | 21.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $402K | 17.1% |
| date,rate of interest, collateral, par, or maturity date PIMCO Income Fund Ins PIMCO (Allianz) · Mutual fund | $114K | 4.8% |
| Vangrd Infl-Prt Secs Fund Adm Vanguard · Mutual fund | $37K | 1.6% |
| Engineered Profiles 401(K) Plan Plan 001 Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market Recordkeeper's own fund | $19K | 0.8% |
| Attachment to 2025 Form Manager not matched · Other | $11K | 0.5% |
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, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.