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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 41-0294708 | Recordkeeping Fees | $87,750 |
17 funds of $250K or more; 28 lines in all, holding $24.2M of the plan's $25.5M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2055 T Date R6 Capital Group · Mutual fund | $5.6M | 23.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 14.2% |
| American Funds 2045 T Date R6 Capital Group · Mutual fund | $2.5M | 10.5% |
| American Funds 2035 T Date R6 Capital Group · Mutual fund | $2.1M | 8.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 7.8% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $1.1M | 4.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 4.5% |
| American Funds 2050 T Date R6 Capital Group · Mutual fund | $844K | 3.5% |
| date,rate of interest, collateral, par, or maturity date Allspg Spec SmCp Vl Fd R6 Manager not matched · Mutual fund | $776K | 3.2% |
| American Funds 2040 T Date R6 Capital Group · Mutual fund | $753K | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.