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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWA, SUITE B-60 · SAN RAFAEL, CA 94903 | Other Fees | $47,530 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
14 funds of $250K or more; 25 lines in all, holding $18.6M of the plan's $20.2M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution 2050 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $2.9M | 15.7% |
| Voya Index Solution 2045 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $2.9M | 15.4% |
| Voya Index Solution 2035 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $2.2M | 11.7% |
| Voya Index Solution 2040 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.8M | 9.7% |
| Voya Index Solution 2030 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.8M | 9.6% |
| Voya Index Solution 2055 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.8M | 9.5% |
| Voya Index Solution 2060 Portfolio Class Z Voya · Mutual fund IndexRecordkeeper's own fund | $1.3M | 6.8% |
| AmCen Ultra Fund R6 Manager not matched · Mutual fund | $903K | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $699K | 3.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $350K | 1.9% |
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.
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.