Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Possible retail share class: $10K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$42K in admin expenses, $165 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 19 lines in all, holding $11.5M of the plan's $11.5M. Recordkeeper: Voya.
Target-date series: Voya Target Solution, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $7.2M | 62.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 11.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $623K | 5.4% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $357K | 3.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $343K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $296K | 2.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $262K | 2.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $247K | 2.1% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $194K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $182K | 1.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC5+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $38,066 |
Service code 99 · EIN 47-1411118 Other Fees | $20,099 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $4,119 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
5 filings · 2021 to 2025