Filings through .
3 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $409K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$36K in admin expenses, $123 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 29 lines in all, holding $4.8M of the plan's $4.9M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2035 T Date R2E Capital Group · Mutual fund | $1.1M | 21.8% |
| American Funds 2025 T Date R2E Capital Group · Mutual fund | $719K | 14.9% |
| American Funds 2045 T Date R2E Capital Group · Mutual fund | $700K | 14.5% |
| American Funds 2030 T Date R2E Capital Group · Mutual fund | $402K | 8.4% |
| American Funds 2050 T Date R2E Capital Group · Mutual fund | $357K | 7.4% |
| American Funds 2055 T Date R2E Capital Group · Mutual fund | $294K | 6.1% |
| American Funds Growth and Income Portfolio Class R-2 Capital Group · Mutual fund Possible retail class R2 | $215K | 4.5% |
| American Funds 2040 T Date R2E Capital Group · Mutual fund | $207K | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $182K | 3.8% |
| Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market Recordkeeper's own fund | $130K | 2.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
19 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: VOYA ACCOUNTING AND COLLECTIONS Service code 99 · EIN 71-0772119 Other Fees | $33,528 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 99 · EIN 33-0818667 Other Fees | $18,709 |
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $2,700 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025