Filings through .
Filed April 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,505 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $13,576 |
MWH GROUP7 years Service code 99 · EIN 75-2205423 | Other Fees | $11,000 |
DEFINITI LLC5 years Service code 49 | Other Services | $6,914 |
MORNINGSTAR9 years Service code 27 | Advisory (Plan) | $6,788 |
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $0 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
17 funds of $250K or more; 32 lines in all, holding $13.1M of the plan's $13.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya U.S. Stock Index Portfolio (Service) Voya · Mutual fund IndexPossible retail class Service | $2.0M | 15.1% |
| American Funds Washington Mutual Investors FundSM - R-3 Capital Group · Mutual fund Possible retail class R3 | $1.2M | 9.3% |
| Voya Index Solution 2040 Portfolio (Service) Voya · Mutual fund IndexPossible retail class Service | $1.2M | 8.8% |
| Voya Index Solution 2035 Portfolio (Service) Voya · Mutual fund IndexPossible retail class Service | $1.1M | 8.5% |
| Voya Index Solution 2045 Portfolio (Service) Voya · Mutual fund IndexPossible retail class Service | $911K | 7.0% |
| Voya Index Solution 2030 Portfolio (Service) Voya · Mutual fund IndexPossible retail class Service | $832K | 6.4% |
| Voya Fixed Account Voya · Insurance contract | $826K | 6.3% |
| Income Fund Class A Manager not matched · Mutual fund Possible retail class A | $587K | 4.5% |
| Pioneer Fundamental Growth Fund: Class A Victory Capital · Mutual fund Possible retail class A | $538K | 4.1% |
| Voya International Index Portfolio Class S Voya · Mutual fund Index | $531K | 4.1% |
Dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVoya Index Solution 2025 Portfolio (Service) | $374K |
| Other vehicle moveEupac Fund Class R-3 to Capital Group Europacific Growth SAmutual fund to separate account | $326K to $260K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.