Filings through .
Filed December 28, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $27,235 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,986 |
COMPASS1 year Service code 49 118 PORTSMOUTH AVE STE D201 · STRATHAM, NH 03385 | Other Services | $5,225 |
Filed as: ALPHA CAPITAL MANAGEMENT Service code 99 · EIN 47-4360318 | Other Fees | $0 |
16 funds of $250K or more; 22 lines in all, holding $9.4M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $3.9M | 41.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 11.4% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $557K | 5.9% |
| Voya Neuberg Berman Mid Cap Growth R6 Voya · Mutual fund | $465K | 5.0% |
| American Funds Fundamental Investor R6 Capital Group · Mutual fund | $366K | 3.9% |
| Voya Large Cap Growth Fund Voya · Collective trust | $335K | 3.6% |
| Voya Capital Group · Mutual fund | $332K | 3.5% |
| Cost Value Pooled Separate Accounts Manager not matched · Separate account | $329K | 3.5% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $261K | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $258K | 2.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.