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| Provider | Service type | Compensation |
|---|---|---|
ALMICH & ASSOCIATES4 years Filed as: ALMICH AND ASSOCIATES Service code 99 · EIN 33-0526284 | Other Fees | $11,000 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 27 | Advisory (Plan) | $5,289 |
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RET INS AND ANNUITY COMPANY Service code 26 · EIN 71-0294708 PO BOX.990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $2,173 |
2 funds of $250K or more; 4 lines in all, holding $7.5M of the plan's $7.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Separate Account Voya · Separate account | $6.2M | 82.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 17.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $29K | 0.4% |
| Voya Small Cap Growth Fund Class R6 Voya · Mutual fund | $495 | <0.1% |
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.
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.