Filings through .
1 of 17 flags tripped on the 2024 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 2024 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.
$47K in admin expenses, $339 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 17 lines in all, holding $18.4M of the plan's $12.9M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, collective trust, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $12.0M | 64.9% |
| Reliance Trust Company - Dodge & Cox Income X Dodge & Cox · Collective trust | $1.2M | 6.7% |
| Reliance Trust Company - Vanguard Growth Index Adm Vanguard · Collective trust Index | $1.1M | 6.2% |
| Reliance Trust Vanguard 500 Index Fund - ADM Vanguard · Collective trust Index | $900K | 4.9% |
| Reliance Trust Company - Vanguard Target Retire Incm Vanguard · Collective trust | $877K | 4.8% |
| Reliance Trust Company - American Funds Amer Balancd R6 Capital Group · Collective trust | $802K | 4.4% |
| Stable Value Fund Manager not matched · Stable value Stable value | $510K | 2.8% |
| Reliance Trust Company - Vanguard Mid Cap Val Index Adm Vanguard · Collective trust Index | $272K | 1.5% |
| Reliance Trust Company - American Funds Eupac R6 Capital Group · Collective trust | $249K | 1.4% |
| Reliance Trust Company - Vanguard Equity Income Adm Vanguard · Collective trust | $153K | 0.8% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 6 funds.
| Fund | Year-end value |
|---|---|
| AddedReliance Trust Company - Dodge & Cox Income X | $1.2M |
| AddedReliance Trust Company - Vanguard Growth Index Adm | $1.1M |
| AddedReliance Trust Vanguard 500 Index Fund - ADM | $900K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 stable value or insurance lines.
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.
7 more lines and 3 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199-0067 Recordkeeping | $47,053 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024