Filings through .
Filed May 27, 2026
Street address, email and phone are on Pro, free for 7 days.
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 INC8+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $123,072 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,016 |
15 funds of $250K or more; 21 lines in all, holding $21.9M of the plan's $22.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $16.4M | 74.7% |
| Voya U.S. Stock Index Portfolio Class I Voya · Mutual fund Index | $1.6M | 7.3% |
| American Funds Wash Mutual Inv R4 Capital Group · Mutual fund | $738K | 3.4% |
| JPMorgan Grw Advantage Fnd R6 JPMorgan · Mutual fund | $698K | 3.2% |
| Voya Solution Mod Aggress Prt I Voya · Mutual fund | $624K | 2.8% |
| Voya International Index Port I Voya · Mutual fund Index | $390K | 1.8% |
| Voya VY AmCen Sm- Md Cp Val Port I Voya · Mutual fund | $247K | 1.1% |
| Loomis Sayles Income Fund Institutional Class Natixis IM · Mutual fund | $198K | 0.9% |
| BlackRock High Yield Port IA N/R BlackRock · Mutual fund | $189K | 0.9% |
| Voya MidCap Opportunities Fund Class I Voya · Mutual fund | $174K | 0.8% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.