Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $1.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$29K in admin expenses, $270 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 21 lines in all, holding $6.3M of the plan's $6.3M. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.7M | 74.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $1.2M | 18.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $127K | 2.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $74K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $58K | 0.9% |
| Allspring Special Mid Cap Value Fund Class A Allspring · Mutual fund Possible retail class A | $48K | 0.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $47K | 0.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $18K | 0.3% |
| Voya Government Money Market Fund Class A Voya · Money market Recordkeeper's own fund | $13K | 0.2% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $8K | 0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $29,400 |
USI INSURANCE SERVICES LLC2 years Filed as: USI SECURITIES INC Service code 55 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 Other Commissions | $12,073 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025