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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $143,348 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLD CO, LLC Service code 99 · EIN 84-4519624 | Other Fees | $56,731 |
17 funds hold $41.4M of the plan's $81.4M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| borrower, lessor, of interest, collateral, par Manager not matched · Other | $12.6M | 30.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.6M | 18.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.0M | 9.6% |
| American Funds Wash Mutual R6 Capital Group · Mutual fund | $3.3M | 8.1% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $1.9M | 4.6% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $1.9M | 4.5% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $1.8M | 4.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.1% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund Recordkeeper's own fund | $1.2M | 3.0% |
| PIMCO Income Fnd Ins PIMCO (Allianz) · Mutual fund | $1.2M | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.