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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $22,044 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
13 funds of $250K or more; 23 lines in all, holding $10.8M of the plan's $10.8M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.6M | 51.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 14.8% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Separate account | $656K | 6.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $438K | 4.1% |
| Voya Target Solution Voya · Mutual fund Target-date, 5 vintagesRecordkeeper's own fund | $393K | 3.7% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $367K | 3.4% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $322K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $275K | 2.6% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $209K | 1.9% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $200K | 1.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.