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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 15 · EIN 71-0294708 | Recordkeeping | $15,688 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10,386 |
23 funds of $250K or more; 22 lines in all, holding $28.7M of the plan's $29.1M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $7.0M | 24.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Separate account Index | $4.5M | 15.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Separate account | $4.4M | 15.5% |
| American Funds Wash Mutual Inv R6 Capital Group · Separate account | $2.6M | 8.9% |
| Voya Small Cap Growth Fund Class R6 Voya · Separate account Recordkeeper's own fund | $1.6M | 5.6% |
| Fidelity International Index Fund Fidelity (FMR) · Separate account Index | $1.2M | 4.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Separate account Index | $1.1M | 3.8% |
| NEW Perspective Fund Class R-6 Capital Group · Separate account | $1.0M | 3.7% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $963K | 3.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $803K | 2.8% |
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, 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.
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.