Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $25,477 |
Filed as: ONEDIGITAL TOPCO LLC Service code 99 · EIN 82-1434504 | Other Fees | $7,600 |
12 funds of $250K or more; 28 lines in all, holding $10.3M of the plan's $11.1M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Apex Fixed Interest A6 V4 Manager not matched · Collective trust | $1.7M | 16.6% |
| Lrg Cap Grth III R1 Manager not matched · Collective trust | $1.5M | 14.1% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $1.1M | 10.3% |
| BlkRck Equity Index Fund R BlackRock · Collective trust Index | $1.0M | 10.1% |
| Mid Cap Growth Fund III Class R1 Manager not matched · Collective trust | $870K | 8.4% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $608K | 5.9% |
| date,rate of interest, collateral, par, or maturity date Allspring Core Bond CIT E Allspring · Collective trust | $595K | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $554K | 5.4% |
| Amer Fnds The Inc of Amer R6 Manager not matched · Mutual fund | $552K | 5.3% |
| MyCompass Amer Fds 2035 Fd R Capital Group · Collective trust | $300K | 2.9% |
Added 5 funds, dropped 3 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedApex Fixed Interest A6 V4 | $1.7M |
| AddedLrg Cap Grth III R1 | $1.5M |
| DroppedGreat Gray Large Cap Growth Fund III Class R1 | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.