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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,700 |
18 funds of $250K or more; 20 lines in all, holding $26.3M of the plan's $26.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Voya Target Solution, collective trust, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Stable Value Option Voya · Stable value Stable valueRecordkeeper's own fund | $9.3M | 35.5% |
| Voya Target Solution Voya · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $6.2M | 23.5% |
| American Balanced Fund Capital Group · Mutual fund | $2.1M | 8.2% |
| Growth Fund OF America Capital Group · Mutual fund | $2.1M | 7.9% |
| VoyaTarget Retire Income Trust Fund Manager not matched · Collective trust | $1.1M | 4.1% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $1.0M | 4.0% |
| New Perspective Fund Capital Group · Mutual fund | $1.0M | 3.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $964K | 3.7% |
| Eupac Fund Capital Group · Mutual fund | $668K | 2.5% |
| Fidelity Advantage Small Cap Value Fidelity (FMR) · Mutual fund | $500K | 1.9% |
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVoyaTarget Retire Income Trust Fund | $1.1M |
| DroppedVoya Solution Income | $418K |
| DroppedT. Rowe Price Growth Stock Fund, Inc. | $378K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.