Filings through .
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 INC1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
7 funds hold $27K of the plan's $142K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $20K | 75.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $5K | 20.5% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $300 | 1.1% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $240 | 0.9% |
| American Amer Fnds American Balance R6 Capital Group · Mutual fund | $174 | 0.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $154 | 0.6% |
| Cohen Steers Cohen&Steers Real Est S Fd Z Cohen & Steers · Mutual fund | $106 | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.