Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 12 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Participant loan processing; Contract... | $7,795 |
VOYA FINANCIAL ADVISORS INC8 years Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,742 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,164 |
9 funds of $250K or more; 33 lines in all, holding $8.9M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $1.4M | 15.4% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $1.2M | 13.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $1.1M | 12.7% |
| Voya Index Solution Income Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $955K | 10.7% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $833K | 9.4% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $546K | 6.1% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $379K | 4.3% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $363K | 4.1% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Insurance contract IndexRecordkeeper's own fund | $264K | 3.0% |
| American Funds Nw Prspctv R6 Capital Group · Insurance contract | $221K | 2.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2025 Portfolio Class Z | $595K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.