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| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $30,370 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,210 |
20 funds of $250K or more; 35 lines in all, holding $23.9M of the plan's $23.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of America A Capital Group · Separate account | $3.2M | 13.2% |
| Voya Fixed Account - Contract Value Voya · Insurance contract | $2.4M | 9.9% |
| Voya Fixed Account A (contract value) Voya · Insurance contract | $2.4M | 9.9% |
| MFS Value Fund MFS (Sun Life) · Separate account | $2.1M | 9.0% |
| Voya US Stock Index Port Srv Voya · Separate account Index | $1.9M | 8.1% |
| Voya Indx Solution 2065 P-Srv Voya · Separate account Index | $1.3M | 5.5% |
| Voya Index Solution 2045 Port Srv Voya · Separate account Index | $1.2M | 5.1% |
| Voya Index Solution 2035 Port Srv Voya · Separate account Index | $1.2M | 4.8% |
| American Funds New Perspective A Capital Group · Separate account | $1.1M | 4.8% |
| American Funds Income Fund of America A Capital Group · Separate account | $934K | 3.9% |
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.