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4 funds of $250K or more; 26 lines in all, holding $2.4M of the plan's $2.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2040 Portfolio Class Z Voya · Separate account Index | $327K | 13.7% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Separate account Index | $306K | 12.8% |
| Voya Index Solution 2025 Portfolio Class Z Voya · Separate account Index | $305K | 12.8% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Separate account Index | $260K | 10.9% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Separate account Index | $203K | 8.5% |
| Voya Index Solution 2050 Portfolio Class Z Voya · Separate account Index | $176K | 7.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $171K | 7.2% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Separate account Index | $144K | 6.1% |
| Voya Index Solution Income Portfolio Class Z Voya · Separate account Index | $126K | 5.3% |
| Voya Index Solution 2065 Portfolio Class Z Voya · Separate account Index | $108K | 4.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.