Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $37,897 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 26 · EIN 81-3968784 | Advisory (Participants) | $19,970 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 26 333 JOHN CARLYLE STREET · ALEXANDRIA, VA 22314 | Advisory (Participants) | $10,000 |
5 funds of $250K or more; 20 lines in all, holding $4.3M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Newport Group.
Target-date series: Vanguard Target Retirement, other, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 11 vintages | $2.7M | 63.3% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Separate account | $315K | 7.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $175K | 4.0% |
| Fully Benefit-Responsive Investment Contract: Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $149K | 3.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $133K | 3.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Insurance contract | $126K | 2.9% |
| Fidelity International Index Fund Fidelity (FMR) · Insurance contract Index | $114K | 2.6% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Insurance contract | $106K | 2.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Insurance contract | $83K | 1.9% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Insurance contract | $58K | 1.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.