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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,950 |
7 funds of $250K or more; 28 lines in all, holding $5.7M of the plan's $5.9M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2050 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.0M | 17.9% |
| Voya Index Solution 2035 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $948K | 16.6% |
| Voya Index Solution Income Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $859K | 15.0% |
| Voya Index Solution 2045 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $843K | 14.7% |
| Voya Index Solution 2040 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $545K | 9.5% |
| Voya Index Solution 2030 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $342K | 6.0% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $252K | 4.4% |
| Voya Index Solution 2025 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $168K | 2.9% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $107K | 1.9% |
| Voya Index Solution 2055 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $96K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.