Filings through .
4 of 19 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $3.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$56K in admin expenses, $96 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $68.4M of the plan's $72.9M. Recordkeeper: Voya.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $22.1M | 32.3% |
| Voya Large Cap Growth Prt Srv Voya · Mutual fund Recordkeeper's own fund | $15.6M | 22.9% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $8.6M | 12.5% |
| Columbia Contrarian Core Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.1M | 4.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.1M | 4.5% |
| Voya Russell SmCp Indx Prt I Voya · Mutual fund IndexRecordkeeper's own fund | $2.7M | 4.0% |
| Voya Intermediate Bond Fund Class I Voya · Mutual fund Recordkeeper's own fund | $2.7M | 4.0% |
| MFS Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.1M | 3.1% |
| Voya T. Rowe Price Cap Apprec Prt Ins T. Rowe Price · Mutual fund | $2.0M | 2.9% |
| AmCen Mid Cap Value Fund R6 Manager not matched · Mutual fund | $1.9M | 2.7% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds, likely replaced 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| Share class changeNEW Perspective Fund Class R-3 to NEW Perspective Fund Class R-6 | $1.6M to $3.1M |
| ReplacedHighVoya Columbia Small Cap VI II P Serv to Voya Russell SmCp Indx Prt I | $1.6M to $2.7M |
| Share class changeVoya Intermediate Bond Fund Class A to Voya Intermediate Bond Fund Class I | $2.0M to $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
6 more lines and 4 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 99 · EIN 59-2937883 Other Fees | $74,644 |
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $37,951 |
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $17,825 |
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.
3 contacts
11 filings · 2015 to 2025