Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Free for 7 days, then $49 a month.
$31K in admin expenses, $130 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 24 lines in all, holding $9.9M of the plan's $10.1M. Recordkeeper: Voya.
Target-date series: Fidelity Freedom Index, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Collective trust Target-date, 12 vintages | $7.5M | 76.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $859K | 8.7% |
| Voya Large Cap Growth Portfolio R6 Voya · Separate account Recordkeeper's own fund | $324K | 3.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Separate account Index | $188K | 1.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Separate account | $148K | 1.5% |
| American Funds American Mutual Fund Class R-6 Capital Group · Mutual fund | $142K | 1.4% |
| iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · Collective trust Index | $125K | 1.3% |
| Vanguard Morningstar Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $102K | 1.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $72K | 0.7% |
| Calvert US Large-Cap Core Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $65K | 0.7% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVoya Large Cap Growth Portfolio R6 | $324K |
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.
14 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC3 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $31,216 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
7 filings · 2019 to 2025