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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $36,197 |
HECK CAPITAL ADVISORS10+ years Service code 99 · EIN 26-0202276 | Other Fees | $33,470 |
20 funds of $250K or more; 16 lines in all, holding $22.9M of the plan's $22.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $11.6M | 50.7% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $3.7M | 16.1% |
| American New World Perspective Fund Capital Group · Mutual fund | $1.3M | 5.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.1M | 4.9% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $871K | 3.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $853K | 3.7% |
| JPMorgan Equity Income Fund JPMorgan · Mutual fund | $648K | 2.8% |
| Dodge & Cox Global Bond Fund Dodge & Cox · Mutual fund | $521K | 2.3% |
| BlackRock Total Return Fund BlackRock · Mutual fund | $480K | 2.1% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $444K | 1.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.