Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$72K in admin expenses, $237 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 30 lines in all, holding $8.5M of the plan's $8.7M. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 13.0% |
| Voya Index Solution 2065 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $690K | 8.2% |
| Voya Index Solution 2050 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $668K | 7.9% |
| Voya Index Solution 2055 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $585K | 6.9% |
| Voya Index Solution 2040 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $527K | 6.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $496K | 5.9% |
| Vanguard Total International Stock Index Fund Voya Vanguard · Mutual fund Index | $464K | 5.5% |
| Voya Index Solution 2060 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $450K | 5.3% |
| Voya Index Solution 2035 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $365K | 4.3% |
| American Funds Fundamental Inv Capital Group · Mutual fund | $356K | 4.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
20 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 Advisory (Participants) | $59,853 |
Filed as: KRUGGEL LAWTON & COMPANY Service code 10 · EIN 35-1307701 Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
5 filings · 2021 to 2025