Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 81-3968784 | Pension Consulting | $34,667 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 99 · EIN 52-0783935 | Other Fees | $31,775 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $22,451 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 · EIN 31-1582098 | Other Services | $3,236 |
5 funds of $250K or more; 17 lines in all, holding $6.5M of the plan's $6.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.3M | 81.3% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $970K | 15.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $52K | 0.8% |
| Voya Intermediate Bond Fund - Class I Voya · Collective trust Recordkeeper's own fund | $38K | 0.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $33K | 0.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $28K | 0.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $21K | 0.3% |
| DFA International Core Equity Portfolio - Inst Class Dimensional · Collective trust | $16K | 0.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $9K | 0.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.