Filings through .
Filed March 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $223,792 |
VBA BENEFITS CORPORATION11+ years Service code 99 · EIN 54-1741662 | Other Fees | $147,030 |
26 funds of $250K or more; 19 lines in all, holding $65.5M of the plan's $68.5M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $39.4M | 60.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.5M | 8.4% |
| Collective Trust Funds Goldman Sachs Stable Value Institutional S Fund Goldman Sachs · Stable value Stable value | $5.4M | 8.2% |
| Wilmng MFS Growth CIT S Fund MFS (Sun Life) · Collective trust | $4.3M | 6.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.4M | 3.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 2.1% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $1.2M | 1.8% |
| Registered Investment Companies American Funds EuroPacific Growth Fund R6 Capital Group · Mutual fund | $957K | 1.5% |
| PIMCO RAE US Small Fund Institutional Class PIMCO (Allianz) · Mutual fund | $875K | 1.3% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $832K | 1.3% |
Likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Emerging Markets Equity Fund Class R6 to Emerging Markets Core Equity 2 Portfolio Institutional Class | $521K to $832K |
| Share class changeWasatch Core Growth Fund Institutional Class Shares to Wasatch Core GR A Fund | $728K to $451K |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.