Filings through .
Filed October 21, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,383 |
8 funds hold $387K of the plan's $387K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 10 vintages | $331K | 85.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $22K | 5.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $8K | 2.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6K | 1.4% |
| Fidelity Fdm Index 2070 Prm Fidelity (FMR) · Mutual fund Index | $5K | 1.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $3K | 0.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.