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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC5 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,488 |
14 funds of $250K or more; 22 lines in all, holding $16.0M of the plan's $16.8M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Aggressive MAP Freedom 401k Class Manager not matched · Mutual fund | $3.6M | 22.5% |
| Northern S&P 500 CT Northern Trust · Mutual fund Index | $2.7M | 16.7% |
| Great Gray Moderate (MAP) Freedom 401K Class Manager not matched · Mutual fund | $2.0M | 12.6% |
| Great Gray Growth (MAP) Freedom 401K Class Manager not matched · Mutual fund | $1.7M | 10.4% |
| T. Rowe Price Blue Chip Growth Trust (T6) T. Rowe Price · Collective trust | $1.4M | 8.7% |
| Great Gray Conservative MAP Freedom 401k Class Manager not matched · Mutual fund | $1.2M | 7.3% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund | $353K | 2.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $318K | 2.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $310K | 1.9% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $289K | 1.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS International Equity CIT Class CT | $289K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.