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| Provider | Service type | Compensation |
|---|---|---|
FERNANDEZ LISSETTE4 years Service code 99 · EIN 26-6935521 | Other Fees | $44,065 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,059 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,751 |
19 funds of $250K or more; 39 lines in all, holding $19.9M of the plan's $20.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vangrd LifeStrat Grw Fd Inv Manager not matched · Mutual fund | $3.7M | 18.6% |
| Vanguard 500 Index Fund Admiral Shares Manager not matched · Mutual fund Index | $2.5M | 12.4% |
| Voya Large Cap Growth Fund 8 Voya · Collective trust | $1.8M | 8.8% |
| Vangrd LifeStrat Md Grw Fd Inv Manager not matched · Mutual fund | $1.7M | 8.6% |
| Pioneer Fundamental Growth F K Victory Capital · Mutual fund | $1.2M | 6.0% |
| Eaton Vance Atl Cp SMIDCp F R6 Morgan Stanley · Mutual fund | $926K | 4.6% |
| Vangrd Tot Int Stk In F Adm Manager not matched · Mutual fund | $676K | 3.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Manager not matched · Mutual fund Index | $624K | 3.1% |
| Victory Sycmr Est Vl Fd R6 Victory Capital · Mutual fund | $621K | 3.1% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund Index | $520K | 2.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.