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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $54,984 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NASHVILLE LLC Service code 99 · EIN 84-2389190 | Other Fees | $22,550 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 99 · EIN 73-1413977 | Other Fees | $7,000 |
12 funds of $250K or more; 32 lines in all, holding $20.0M of the plan's $20.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: American Funds Target Date, other, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 1 vintage | $3.1M | 15.5% |
| MyCompass American Funds 2035 Fund Capital Group · Mutual fund | $2.7M | 13.4% |
| MyCompass American Funds 2040 Fund Capital Group · Mutual fund | $2.5M | 12.5% |
| MyCompass American Funds 2025 Fund Capital Group · Mutual fund | $2.4M | 11.8% |
| MyCompass American Funds 2045 Fund Capital Group · Mutual fund | $2.1M | 10.7% |
| MyCompass American Funds 2050 Fund Capital Group · Mutual fund | $1.5M | 7.5% |
| MyCompass American Funds 2065 Fund Capital Group · Mutual fund | $1.4M | 7.1% |
| MyCompass American Funds 2055 Fund Capital Group · Mutual fund | $959K | 4.8% |
| MyCompass American Funds 2060 Fund Capital Group · Mutual fund | $754K | 3.8% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $473K | 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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.