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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,859 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 | Other Fees | $5,860 |
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7 |
Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $0 |
Service code 99 · EIN 81-3433658 | Other Fees | $0 |
11 funds of $250K or more; 22 lines in all, holding $10.9M of the plan's $12.2M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: BlackRock LifePath Index, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $4.1M | 37.1% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 1 vintage | $2.4M | 21.6% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.4M | 12.7% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $768K | 7.0% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $415K | 3.8% |
| Nuveen International Equity Fund TIAA (Nuveen) · Mutual fund | $393K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $339K | 3.1% |
| iShares Russell 2000 Small-Cap Index Fund BlackRock · ETF Index | $220K | 2.0% |
| American Balanced Fund Capital Group · Mutual fund | $189K | 1.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $169K | 1.5% |
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.