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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $11,400 |
21 funds hold $740K of the plan's $741K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2055 Portfolio Class Z Voya · Separate account Index | $197K | 26.7% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Separate account Index | $188K | 25.4% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Separate account Index | $131K | 17.6% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Separate account Index | $81K | 10.9% |
| Voya Index Solution 2065 Portfolio Class Z Voya · Separate account Index | $56K | 7.5% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Separate account Index | $52K | 7.0% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Separate account Index | $15K | 2.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $5K | 0.6% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Separate account Index | $4K | 0.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $3K | 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.