Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 49 | Other Services | $6,630 |
Filed as: VOYA FINANCIAL ADVISORS, INC Service code 26 · EIN 41-0945505 | Advisory (Participants) | $2,750 |
DEFINITI LLC1 year Filed as: DEFINITI,LLC Service code 49 · EIN 85-0833363 | Other Services | $2,350 |
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,915 |
14 funds of $250K or more; 36 lines in all, holding $14.3M of the plan's $14.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrat Mod Grwth Fd Inv Vanguard · Separate account | $2.3M | 16.4% |
| TRowe Price Blue Chip Growth Fund I T. Rowe Price · Separate account | $2.2M | 15.3% |
| Vangrd LifeStrat Grw Fd Inv Vanguard · Separate account | $1.4M | 9.9% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Separate account | $1.3M | 9.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $965K | 6.8% |
| JPMorgan U.S. Research Enhance Eq JPMorgan · Separate account | $679K | 4.8% |
| Voya Index Solution 2030 P Z Voya · Separate account Index | $643K | 4.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Separate account Index | $507K | 3.5% |
| NEW Perspective Fund Class R-6 Capital Group · Separate account | $441K | 3.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Separate account | $341K | 2.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.