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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 99 · EIN 92-1819393 100 ASHLEY DR S SUITE 830 · TAMPA, FL 33602 | Other Fees | $119,025 |
THE AIMPOINT GROUP1 year Filed as: THE AIMPOINT GROUP, LLC Service code 49 · EIN 71-0294708 805 BROADWAY ST STE 600 · VANCOUVER, WA 98660 | Other Services | $19,220 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $6,480 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 ONE ORANGE WAY · WINDSOR, CT 06095 | Advisory (Participants) | $5,975 |
15 funds of $250K or more; 41 lines in all, holding $52.3M of the plan's $54.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya MyCompass Ind Agg 2035 Fd R Voya · Separate account | $18.9M | 36.1% |
| Voya MyCompass Ind Agg Ret Fd R Voya · Insurance contract | $9.5M | 18.3% |
| Voya MyCompass Ind Agg 2045 Fd R Voya · Insurance contract | $7.3M | 13.9% |
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $3.4M | 6.5% |
| Voya MyCompass Ind Agg 2055 Fd R Voya · Insurance contract | $3.2M | 6.1% |
| Guaranteed investment contract at contract value: Voya Retirement Insurance and Annuity Company Voya Fixed Account Voya · Insurance contract | $1.9M | 3.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $1.6M | 3.0% |
| Voya MyCompass Ind Agg 2065 Fd R Voya · Insurance contract | $1.1M | 2.1% |
| JPMorgan U.S. Res Enhanc Eq R6 JPMorgan · Insurance contract | $1.1M | 2.0% |
| Voya Vngrd Ttl Wld Stk Indx Fd Adm Voya · Insurance contract | $737K | 1.4% |
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.
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.