Filings through .
Filed May 23, 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 RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
11 funds of $250K or more; 27 lines in all, holding $7.7M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $3.9M | 51.2% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 14.8% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $617K | 8.0% |
| Vanguard Index Admiral Vanguard · Mutual fund Index | $265K | 3.4% |
| American Funds Capital Group · Mutual fund | $222K | 2.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $193K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $188K | 2.4% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $183K | 2.4% |
| Vangrd Small-Cap Index Fnd Adm Vanguard · Mutual fund Index | $168K | 2.2% |
| Pgim Global Total Return Fund Class R6 Prudential (PGIM) · Mutual fund | $139K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.