Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY2 years Service code 49 10101 SOUTHWEST FWY STE 610 · HOUSTON, TX 77074 | Other Services | $24,193 |
TURNER, STONE & COMPANY3 years Filed as: TURNER STONE AND COMPANY, LLP Service code 99 · EIN 75-2608885 | Other Fees | $13,090 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,398 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,490 |
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $0 |
25 funds of $250K or more; 29 lines in all, holding $42.3M of the plan's $42.8M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan LgCp Grw Fnd R6 JPMorgan · Insurance contract | $6.2M | 14.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $6.0M | 14.3% |
| Voya Index Solution 2035 P Z Voya · Insurance contract IndexRecordkeeper's own fund | $5.0M | 12.0% |
| Insurance Company General Account: Voya Retirement Insurance and Annuity Company Voya · Insurance contract Recordkeeper's own fund | $3.3M | 7.7% |
| Voya Index Solution Inc P Z Voya · Insurance contract IndexRecordkeeper's own fund | $2.8M | 6.7% |
| Voya Index Solution 2045 P Z Voya · Insurance contract IndexRecordkeeper's own fund | $1.9M | 4.4% |
| American Funds Am Bal R6 Capital Group · Insurance contract | $1.6M | 3.8% |
| American Funds Nw Prspctv R6 Capital Group · Insurance contract | $1.5M | 3.4% |
| DFA Emerging Markets Pt Ins Dimensional · Insurance contract | $1.3M | 3.1% |
| Voya Index Solution 2055 P Z Voya · Insurance contract IndexRecordkeeper's own fund | $1.2M | 2.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.