Filings through .
1 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$51K in admin expenses, $252 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $17K of the plan's $7.5M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Attachment to 2024 Form Manager not matched · Other | $11K | 65.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3K | 20.6% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1K | 8.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $902 | 5.4% |
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 2 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 Recordkeeping Fees | $51,072 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING WEALTH MANAGEMENT Service code 99 · EIN 20-1611389 Other Fees | $6,500 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
10 filings · 2016 to 2025