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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $0 |
14 funds of $250K or more; 27 lines in all, holding $15.9M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 P Z Voya · Separate account Index | $3.4M | 21.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Separate account Index | $2.0M | 12.9% |
| Voya Index Solution 2030 P Z Voya · Separate account Index | $1.3M | 8.0% |
| Voya Index Solution 2045 P Z Voya · Separate account Index | $1.2M | 7.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $1.2M | 7.6% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Separate account Index | $1.2M | 7.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $810K | 5.1% |
| American Funds EuroPacific R6 Capital Group · Separate account | $785K | 5.0% |
| Voya Index Solution Inc P Z Voya · Separate account Index | $689K | 4.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Separate account Index | $600K | 3.8% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds EuroPacific R6 | $785K |
| DroppedPar or Maturity Value Cost Value Pooled separate accounts: American Fu | $596K |
| DroppedVoya Index Solution 2025 P Z | $539K |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.