Filings through .
Filed March 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $22,319 |
Filed as: ONEDIGITAL Service code 70 200 GALLERIA PARKWAY · ATLANTA, GA 30339 | Consulting Fees | $13,745 |
9 funds of $250K or more; 17 lines in all, holding $6.2M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.6M | 41.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $1.4M | 22.9% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $697K | 11.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $452K | 7.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $223K | 3.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $205K | 3.3% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $198K | 3.2% |
| Harbor Small Cap Growth Fund Harbor Capital · Mutual fund | $135K | 2.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $108K | 1.7% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $60K | 1.0% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMoA Clear Passage 2035 Fund to Vanguard Target Retirement 2040 Fund Investor Shares | $2.2M to $2.6M |
| ReplacedHighDWS Capital Growth Fund Class R6 to JPMorgan Growth Advantage Fund Class R6 | $1.3M to $697K |
| DroppedBlackrock MID CAP Growth Equity Portfolio Class K | $453K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.