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| Provider | Service type | Compensation |
|---|---|---|
TRUIST BANK4 years Filed as: TRUIST ADVISORY SERVICES INC Service code 99 | Other Fees | $30,725 |
MCGREGOR & ASSOCIATES, INC.4 years Filed as: MCGREGOR & ASSOCIATES, INC Service code 49 | Other Services | $5,155 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,443 |
TRUIST BANK4 years Filed as: TRUIST ADVISOR SERVICES INC Service code 99 · EIN 37-1808847 | Other Fees | $0 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $0 |
14 funds of $250K or more; 33 lines in all, holding $10.9M of the plan's $10.9M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.3M | 12.0% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.3M | 11.9% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.2M | 10.6% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.0M | 9.3% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $986K | 9.0% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $796K | 7.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $704K | 6.4% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $462K | 4.2% |
| JPMorgan US Res Enhance Eq R6 JPMorgan · Mutual fund | $353K | 3.2% |
| Voya Index Solution Inc P Z Voya · Mutual fund IndexRecordkeeper's own fund | $317K | 2.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2025 Portfolio Class Z | $985K |
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.
The auditor signed off without reservation. This is the cleanest opinion.