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.
$67K in admin expenses, $144 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 36 lines in all, holding $31.7M of the plan's $32.4M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $3.9M | 12.3% |
| Voya Large Cap Growth Prt Ins Voya · Insurance contract Recordkeeper's own fund | $3.5M | 11.1% |
| Guaranteed Interest Contract: Voya Retirement Insurance & Annuity Company Voya · Insurance contract Recordkeeper's own fund | $3.5M | 11.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $2.3M | 7.2% |
| American Funds 2035 T Date R6 Capital Group · Insurance contract | $1.7M | 5.3% |
| American Funds 2055 T Date R6 Capital Group · Insurance contract | $1.5M | 4.6% |
| American Funds 2060 T Date R6 Capital Group · Insurance contract | $1.5M | 4.6% |
| American Funds 2045 T Date R6 Capital Group · Insurance contract | $1.4M | 4.5% |
| Voya Intermediate Bond Fund Class A Voya · Insurance contract Recordkeeper's own fund | $1.4M | 4.3% |
| American Funds Wash Mtual R6 Capital Group · Insurance contract | $1.4M | 4.3% |
| 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 |
26 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. Left out here: 1 stable value or insurance line.
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.
26 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 6 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $19,044 |
Filed as: CPS EMPLOYER BENEFIT INSURANCES Service code 99 · EIN 95-4123935 Other Fees | $17,846 |
Service code 49 Other Services | $14,415 |
MORNINGSTAR11+ years Service code 27 Advisory (Plan) | $4,128 |
Filed as: QUALIFIED SERVICES INC DBA HICKS Service code 49 · EIN 77-0155091 555 CHORRO ST. STE C · SAN LUIS OBISPO, CA 93405 Other Services | $0 |
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025