Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $99,281 |
27 funds of $250K or more; 62 lines in all, holding $40.6M of the plan's $36.9M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: MFS Lifetime, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $22.9M | 56.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 8.3% |
| Fixed Account Plus Corebridge (AIG) · Insurance contract | $2.5M | 6.2% |
| Science & Technology Fund Corebridge (AIG) · Separate account | $1.0M | 2.5% |
| Voya Fixed Plus Account III Voya · Insurance contract Recordkeeper's own fund | $951K | 2.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $773K | 1.9% |
| Stock Index Fund Corebridge (AIG) · Separate account Index | $586K | 1.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $580K | 1.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $490K | 1.2% |
| Short Term Fixed Account Corebridge (AIG) · Insurance contract | $467K | 1.2% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedValic Systematic Core Fund | $299K |
| AddedModerate Allocation Lifestyle Fund | $294K |
| AddedEmerging Economies Fund | $282K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines, 6 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.