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.
3 funds of $250K or more; 29 lines in all, holding $4.8M of the plan's $4.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2035 Portfolio (Advisor) Voya · Mutual fund Index | $981K | 20.5% |
| Voya Index Solution 2045 Portfolio (Advisor) Voya · Mutual fund Index | $965K | 20.1% |
| Voya Index Solution 2060 Portfolio Voya · Mutual fund Index | $411K | 8.6% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $239K | 5.0% |
| American Century Shrt Duration Infl. Protection Bond Fund R Mutual fund American Century · Mutual fund | $225K | 4.7% |
| Franklin Growth R Franklin Templeton · Mutual fund | $201K | 4.2% |
| NEW Perspective Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $193K | 4.0% |
| Voya U.S. Stock Index Portfolio (Advisor) Voya · Mutual fund Index | $192K | 4.0% |
| Voya Mid Cap Opportunity Port A Voya · Mutual fund Possible retail class A | $182K | 3.8% |
| Guaranteed Investment Contract Voya Fixed Account Voya · Insurance contract | $150K | 3.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.