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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,200 |
4 funds of $250K or more; 25 lines in all, holding $3.9M of the plan's $4.0M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, other, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 12 vintages | $1.7M | 42.7% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.1M | 27.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $286K | 7.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Separate account | $126K | 3.2% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Separate account | $122K | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $110K | 2.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $101K | 2.6% |
| Eupac Fund Class R-6 Capital Group · Separate account | $82K | 2.1% |
| Inv Global Fd R6 Manager not matched · Separate account | $74K | 1.9% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Separate account | $73K | 1.9% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.