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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,775 |
24 funds of $250K or more; 18 lines in all, holding $24.0M of the plan's $25.9M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.0M | 21.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $3.4M | 14.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.3M | 13.6% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $2.3M | 9.7% |
| Neuberger Mid Cap Growth Fund Class R6 Neuberger Berman · Mutual fund | $1.6M | 6.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.6% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund Recordkeeper's own fund | $1.2M | 5.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.8% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $853K | 3.6% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $852K | 3.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.