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| Provider | Service type | Compensation |
|---|---|---|
Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $21,675 |
RUTTER WILLIAM RPROF4 years Service code 55 · EIN 06-1375177 | Other Commissions | $14,785 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 99 · EIN 71-0294708 | Other Fees | $8,785 |
22 funds of $250K or more; 21 lines in all, holding $24.8M of the plan's $24.8M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $11.8M | 47.4% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $3.0M | 12.0% |
| Voya Large Cap Growth Portfolio-Service 2 Class Voya · Mutual fund Possible retail class ServiceRecordkeeper's own fund | $2.0M | 8.1% |
| Voya T. Rowe Price Capital Appreciation Portfolio-Service T. Rowe Price · Mutual fund Possible retail class Service | $1.3M | 5.2% |
| Voya U.S. Stock Index Portfolio-Service 2 Class Voya · Mutual fund IndexPossible retail class ServiceRecordkeeper's own fund | $1.0M | 4.2% |
| Voya Intermediate Bond Fund Class A Voya · Mutual fund Possible retail class ARecordkeeper's own fund | $1.0M | 4.2% |
| Washington Mutual Investors Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $870K | 3.5% |
| Victory Sycamore Established Value Fund Class R Victory Capital · Mutual fund | $561K | 2.3% |
| Loomis Sayles Bond Retail Mutual fund Natixis IM · Mutual fund | $433K | 1.7% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $432K | 1.7% |
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, not money moved.
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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.