Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC7 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $37,921 |
DAVENPORT & COMPANY LLC5 years Filed as: DAVENPORT AND COMPANY LLC Service code 99 · EIN 54-1835842 | Other Fees | $22,368 |
18 funds of $250K or more; 30 lines in all, holding $11.6M of the plan's $11.8M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Wash Mtual R6 Capital Group · Mutual fund | $1.2M | 10.8% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $1.2M | 10.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 10.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $838K | 7.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $577K | 5.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $545K | 4.7% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $519K | 4.5% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $499K | 4.3% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $477K | 4.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $446K | 3.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2025 Portfolio Class Z | $829K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.