Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CARY STREET PARTNERS INVESTMENT ADV Service code 99 · EIN 26-0070474 | Other Fees | $26,424 |
JONES POUNDER1 year Filed as: JONES, POUNDER & ASSOCIATES, P.C. Service code 99 7 GAMECOCK AVE. SUITE 704 · CHARLESTON, SC 29417 | Other Fees | $19,383 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,783 |
VOYA FINANCIAL ADVISORS INC9 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,525 |
5 funds of $250K or more; 32 lines in all, holding $6.8M of the plan's $9.3M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 26.1% |
| Amer Fnds Fundamental Invt R6 Manager not matched · Mutual fund | $1.1M | 16.2% |
| Amer Fnds Amcap Fund R6 Capital Group · Mutual fund | $491K | 7.2% |
| MyCompass Amer Fds 2050 Fd R Capital Group · Collective trust | $416K | 6.1% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $312K | 4.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $236K | 3.5% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $233K | 3.4% |
| MyCompass Amer Fds 2060 Fd R Capital Group · Collective trust | $220K | 3.2% |
| MyCompass Amer Fds 2040 Fd R Capital Group · Collective trust | $189K | 2.8% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $180K | 2.7% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.