Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC3 years Filed as: MMA SECURITIES LLC Service code 99 · EIN 22-3570392 | Other Fees | $14,272 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,360 |
MOMENTA, INC.2 years Service code 49 · EIN 85-4166502 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $0 |
3 funds of $250K or more; 29 lines in all, holding $3.3M of the plan's $3.3M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $805K | 24.7% |
| Vangrd Tot Int Stk In F Adm Vanguard · Insurance contract | $317K | 9.7% |
| Fully Benefit-Responsive Investment Contracts: Voya Retirement Insurance and Annuity Company Voya · Insurance contract Recordkeeper's own fund | $304K | 9.3% |
| Voya Index Solution 2050 P Z Voya · Insurance contract IndexRecordkeeper's own fund | $246K | 7.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $184K | 5.6% |
| Voya Index Solution Inc P Z Voya · Insurance contract IndexRecordkeeper's own fund | $176K | 5.4% |
| MFS Growth Fund R6 MFS (Sun Life) · Insurance contract | $163K | 5.0% |
| Voya Index Solution 2055 P Z Voya · Insurance contract IndexRecordkeeper's own fund | $162K | 5.0% |
| Voya Intermediate Bond Fund Class R6 Voya · Insurance contract Recordkeeper's own fund | $160K | 4.9% |
| Voya Index Solution 2060 P Z Voya · Insurance contract IndexRecordkeeper's own fund | $117K | 3.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.