Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,708 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $0 |
6 funds of $250K or more; 28 lines in all, holding $5.0M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass American Funds 2035 Fund R Common Collective Trust Capital Group · Collective trust | $904K | 18.2% |
| MyCompass American Funds 2045 Fund R Common Collective Trust Capital Group · Collective trust | $842K | 17.0% |
| MyCompass American Funds 2050 Class R CIT Capital Group · Collective trust | $712K | 14.3% |
| MyCompass American Funds 2025 Fund R Common Collective Trust Capital Group · Collective trust | $417K | 8.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $388K | 7.8% |
| MyCompass American Funds 2040 Fund R Common Collective Trust Capital Group · Collective trust | $364K | 7.3% |
| MyCompass American Funds 2060 Class R CIT Capital Group · Collective trust | $194K | 3.9% |
| MyCompass American Funds 2055 Fund R Common Collective Trust Capital Group · Collective trust | $167K | 3.4% |
| MyCompass American Funds 2030 Fund R Common Collective Trust Capital Group · Collective trust | $133K | 2.7% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $118K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.