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| Provider | Service type | Compensation |
|---|---|---|
TRINITY PENSION CONSULTANTS5 years Service code 49 · EIN 20-4548831 | Other Services | $7,219 |
MALONEY & NOVOTNY LLC2 years Filed as: MALONEY NOVOTNY Service code 99 · EIN 33-3000333 | Other Fees | $2,878 |
13 funds of $250K or more; 35 lines in all, holding $16.5M of the plan's $16.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled Separate Accounts Voya Retirement Insurance and Annuity Company Voya · Separate account | $5.3M | 32.1% |
| Vanguard Growth Index Adm Vanguard · Insurance contract Index | $2.0M | 12.4% |
| Vanguard 500 Index Fund Adm Vanguard · Insurance contract Index | $1.9M | 11.3% |
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 7 vintages | $1.1M | 6.8% |
| Vanguard Info Tech Index Fnd Adm Vanguard · Insurance contract Index | $997K | 6.1% |
| American Funds New Perspective R6 Capital Group · Insurance contract | $956K | 5.8% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Insurance contract Index | $609K | 3.7% |
| Voya TRowePrc Blue Chip Growth Fund I Voya · Insurance contract | $390K | 2.4% |
| Vanguard Equity-Income Adm Vanguard · Insurance contract | $341K | 2.1% |
| Vanguard Mid Cap Growth Index Adm Vanguard · Insurance contract Index | $337K | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.