Filings through .
Filed November 29, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $142,627 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $82,533 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,350 |
30 funds of $250K or more; 23 lines in all, holding $58.8M of the plan's $60.0M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 14 vintages | $33.8M | 57.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.3M | 10.7% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $3.4M | 5.9% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $2.0M | 3.4% |
| Unallocated investment contract - Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.8M | 3.0% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.9% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $1.1M | 1.9% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.1M | 1.8% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $1.1M | 1.8% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 1.8% |
Likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard International Value Fund Investor Shares to DFA International Value Portfolio- Institutional Class | $863K to $1.1M |
| Share class changeColumbia Select Short Corporate Income Fund to Columbia Select Short Corporate Income Fund Institutional 3 Class | $479K to $521K |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.