Filings through .
Filed July 9, 2025 (most recent of 2 filings on file)
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $130,934 |
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $14,731 |
21 funds of $250K or more; 30 lines in all, holding $41.7M of the plan's $42.4M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total International Stock Index Fund Vanguard · Separate account | $6.4M | 15.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 15.0% |
| Fully benefit-responsive investment contract with an insurance company Voya Voya · Insurance contract Recordkeeper's own fund | $3.7M | 8.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.1M | 7.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.5M | 6.0% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $2.5M | 6.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 5.3% |
| American Funds America Mutual R6 Fund Capital Group · Mutual fund | $2.0M | 4.9% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $2.0M | 4.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 3.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVoya Index Solution Income Portfolio Class Z | $690K |
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.