Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$179K in admin expenses, $279 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $59.1M of the plan's $64.0M. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $17.0M | 28.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $14.2M | 24.0% |
| Vict Pionr Fundmntl Growth Fund R6 Manager not matched · Mutual fund | $5.9M | 10.0% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $4.5M | 7.6% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $3.6M | 6.1% |
| VY TRwPr Gr Pt R6 T. Rowe Price · Mutual fund | $2.2M | 3.8% |
| Pioneer Bond Fund K Fd R6 Victory Capital · Mutual fund | $1.9M | 3.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 3.0% |
| Vangrd Mid-Cap Vl Indx Fnd Adm Vanguard · Mutual fund Index | $1.5M | 2.6% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.5% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVict Pionr Fundmntl Growth Fund R6 | $5.9M |
| AddedVanguard Windsor II Fund Admiral Shares | $4.5M |
| ReplacedHighVanguard Winsor II Fund Adm to VY TRwPr Gr Pt R6 | $3.6M to $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
8 more lines and 2 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 INC8 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $178,845 |
CHURCHILL PARTNERSHIP3 years Service code 99 · EIN 38-3563617 Other Fees | $89,896 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025