Filings through .
Filed August 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 | Other Fees | $167,035 |
PENSION CONSULTANTS, INC.5 years Filed as: PENSION ADMINISTRATORS, LLC Service code 49 | Other Services | $15,655 |
PENSION CONSULTANTS, INC.8+ years Filed as: PENSION ADMINISTRATORS LLC Service code 49 · EIN 71-0294708 18033 OAK ST · OMAHA, NE 68130 | Other Services | $0 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 2630 EASTSIDE BLVD · BEATRICE, NE 68310 | Other Fees | $0 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 ONE ORANGE WAY · WINDSOR, CT 06095 | Recordkeeping Fees | $0 |
21 funds of $250K or more; 29 lines in all, holding $37.8M of the plan's $37.8M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution Income Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $4.9M | 12.9% |
| Voya Index Solution 2030 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $4.4M | 11.6% |
| Voya Index Solution 2035 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $4.3M | 11.3% |
| Voya Index Solution 2045 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $3.9M | 10.4% |
| Voya Index Solution 2040 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $2.9M | 7.8% |
| Voya Index Solution 2050 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $2.9M | 7.7% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.3M | 6.1% |
| Voya Index Solution 2055 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $2.0M | 5.2% |
| Voya Index Solution 2060 Portfolio Voya · Mutual fund IndexRecordkeeper's own fund | $1.7M | 4.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.