Filings through .
Filed February 4, 2021
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Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15,350 |
13 funds of $250K or more; 22 lines in all, holding $12.9M of the plan's $16.1M. From the 2025 filing. Recordkeeper: OneAmerica.
| Fund | Dollars | % of funds% |
|---|---|---|
| December 31, 2025 Fidelity (FMR) · Mutual fund | $2.0M | 15.5% |
| Great Gray Mycompass Index Moderate 2035 Fund R Manager not matched · Collective trust | $1.8M | 13.6% |
| American Amer Fnds American Balance R6 Capital Group · Mutual fund | $1.7M | 13.4% |
| Fixed Accounts American United Life Insurance Company AUL Stable Value Account Manager not matched · Insurance contract | $1.4M | 11.1% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $971K | 7.5% |
| American Century Investments AmCen Ultra Fund R6 American Century · Mutual fund | $891K | 6.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $830K | 6.4% |
| Amer Fnds New Perspective R6 Capital Group · Mutual fund | $572K | 4.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $538K | 4.2% |
| Amer Fnds Amcap Fund R6 Capital Group · Mutual fund | $431K | 3.3% |
Added 4 funds, dropped 3 funds, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedNuveen Lifecycle Index 2035 Fund Class R6 | $3.7M |
| AddedDecember 31, 2025 | $2.0M |
| AddedGreat Gray Mycompass Index Moderate 2035 Fund R | $1.8M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.