Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 4 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
3 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$213K in admin expenses, $71 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $106M of the plan's $111M. Recordkeeper: Voya.
Target-date series: BlackRock LifePath, collective trust, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Collective trust Target-date, 9 vintages | $39.5M | 37.2% |
| Voya Fixed Account A Voya · Insurance contract Recordkeeper's own fund | $13.8M | 13.0% |
| Large Cap Growth Fund II I1 Manager not matched · Collective trust | $13.2M | 12.4% |
| Large Cap Value I1 Fund Manager not matched · Mutual fund | $6.2M | 5.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.1M | 5.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6.0M | 5.7% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $5.7M | 5.4% |
| BlkRck LifePath Ind Ret G CIT BlackRock · Collective trust | $4.9M | 4.6% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund Recordkeeper's own fund | $2.6M | 2.5% |
| Great Gray Eupac Trust Class R1 Fund Manager not matched · Collective trust | $2.3M | 2.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 6 funds, dropped 3 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| AddedLarge Cap Value I1 Fund | $6.2M |
| DroppedJPMorgan Equity Income Fund Class R6 | $6.1M |
| ReplacedHighVanguard Mid-Cap Index Fund Admiral Shares to Fidelity Mid Cap Index Fund | $5.8M to $6.0M |
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. They do not show money moved.
7 more lines and 8 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC4+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $212,960 |
Service code 99 · EIN 33-0905143 Other Fees | $85,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed January 15, 2009 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
4 filings · 2022 to 2025