Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$178K in admin expenses, $60 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $146M of the plan's $150M. Recordkeeper: Voya.
Target-date series: BlackRock LifePath Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $85.0M | 58.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $13.5M | 9.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $13.1M | 8.9% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $8.1M | 5.5% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $5.3M | 3.6% |
| JP Morgan Intl Equity Fnd R6 JPMorgan · Mutual fund | $4.9M | 3.3% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $4.9M | 3.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 2.5% |
| Touchstone Small Company Fund Class R6 Western & Southern · Mutual fund | $3.0M | 2.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 1.8% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard Wellington Fund Admiral Shares to American Balanced Fund Class R-6 | $4.6M to $5.3M |
| ReplacedHighVanguard International Growth Fund Admiral Shares to JP Morgan Intl Equity Fnd R6 | $3.5M to $4.9M |
| ReplacedHighVanguard Wellesley Income Fund Admiral Shares to American Funds US Government Sec R6 | $3.5M to $442K |
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.
4 more lines and 5 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $154,314 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $23,880 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025