Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY4 years Service code 49 · EIN 74-1537058 | Other Services | $12,560 |
Service code 99 · EIN 26-4311657 | Other Fees | $11,282 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
13 funds of $250K or more; 35 lines in all, holding $17.2M of the plan's $17.4M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $5.5M | 31.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.2M | 30.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.0M | 6.0% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Mutual fund Index | $959K | 5.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 3.5% |
| MFS Technology Fund R6 MFS (Sun Life) · Mutual fund | $404K | 2.3% |
| Vangrd Tot Int Stk In F Adm Vanguard · Mutual fund | $389K | 2.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $341K | 2.0% |
| Franklin Templeton Frnk Grw Trust CIT R Franklin Templeton · Collective trust | $223K | 1.3% |
| Vanguard Intl Grw Fnd Adm Vanguard · Mutual fund | $221K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.