Filings through .
Filed February 25, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $55,343 |
NFP RETIREMENT INC2 years Service code 99 | Other Fees | $45,374 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $9,929 |
Service code 99 · EIN 33-0905143 | Other Fees | $0 |
18 funds of $250K or more; 17 lines in all, holding $32.9M of the plan's $33.9M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: BlackRock LifePath Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $17.6M | 53.5% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage | $7.1M | 21.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 8.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $980K | 3.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $794K | 2.4% |
| Unallocated investment contract - Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $630K | 1.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $622K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $577K | 1.8% |
| Large Cap Value I1 Manager not matched · Other | $532K | 1.6% |
| Large Cap Growth III I1 Manager not matched · Other | $427K | 1.3% |
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, 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.
The auditor signed off without reservation. This is the cleanest opinion.