Filings through .
Filed October 26, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 28 · EIN 04-3516284 | Investment Management | $30,836 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $14,622 |
Filed as: BRADLEY ARANT BOULT CUMMINGS LLP Service code 29 · EIN 63-0243316 | Legal | $4,000 |
20 funds of $250K or more; 17 lines in all, holding $33.5M of the plan's $34.8M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.1M | 24.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $7.6M | 22.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $4.0M | 11.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 7.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $2.4M | 7.3% |
| Eupac Fund Capital Group · Mutual fund | $1.6M | 4.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.7% |
| American Funds Washington Mutual Fund Capital Group · Mutual fund | $1.4M | 4.3% |
| DFA International Value Portfolio Dimensional · Mutual fund | $793K | 2.4% |
| Delaware Small Cap Macquarie / Nomura · Mutual fund | $649K | 1.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.