Filings through .
Filed July 16, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $101,945 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $24,764 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $22,005 |
BENEFIT TRUST COMPANY10+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $8,678 |
27 funds of $250K or more; 36 lines in all, holding $185M of the plan's $185M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Employer Stock Fund Manager not matched · Mutual fund | $25.4M | 13.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $23.5M | 12.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $17.1M | 9.3% |
| MyCompass Index Moderate 2035 Fund Class R Manager not matched · Mutual fund Index | $15.8M | 8.6% |
| MyCompass Index Moderate 2045 Fund Class R Manager not matched · Mutual fund Index | $15.2M | 8.3% |
| MyCompass Index Moderate 2055 Fund Class R Manager not matched · Mutual fund Index | $11.4M | 6.2% |
| MyCompass Index Moderate Retirement Fund Class R Manager not matched · Mutual fund Index | $7.7M | 4.2% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $7.3M | 4.0% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund Recordkeeper's own fund | $6.5M | 3.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $6.1M | 3.3% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedEmployer Stock Fund | $25.4M |
| AddedMyCompass Index Aggressive 2045 Fund R | $916K |
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, not money moved.
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.
Annual investment return 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.