Filings through .
Filed May 5, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $92,083 |
WEALTHPLAN PARTNERS INC2 years Filed as: WEALTHPLAN PARTNERS LLC Service code 99 · EIN 81-4671791 | Other Fees | $65,175 |
LUTZ & COMPANY, PC4+ years Filed as: LUTZ & COMPANY Service code 10 · EIN 47-0625816 | Accounting | $16,100 |
20 funds of $250K or more; 31 lines in all, holding $50.7M of the plan's $50.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Value Voya Retirement Insurance AND Annuity Company MyCompass Ind Agg Ret Fd R6 Voya · Insurance contract | $15.8M | 31.1% |
| MyCompass Ind Agg 2035 Fd R6 Manager not matched · Separate account | $8.8M | 17.4% |
| MyCompass Ind Agg 2045 Fd R6 Manager not matched · Separate account | $5.3M | 10.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $4.8M | 9.4% |
| MyCompass Ind Agg 2055 Fd R6 Manager not matched · Separate account | $2.7M | 5.4% |
| Voya Fixed Account B Voya · Insurance contract | $1.8M | 3.6% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $1.8M | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $1.3M | 2.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Separate account Index | $987K | 1.9% |
| DFA Emerging Markets Pt Ins Dimensional · Separate account | $828K | 1.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.