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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $42,261 |
11 funds of $250K or more; 30 lines in all, holding $13.1M of the plan's $13.1M. From the 2024 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| St Str Target Retirement 2055 NL M Manager not matched · Collective trust | $2.6M | 19.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 16.9% |
| St Str Target Retirement 2050 NL M Manager not matched · Collective trust | $1.9M | 14.2% |
| St Str Target Retirement 2060 NL M Manager not matched · Collective trust | $1.5M | 11.3% |
| St Str Target Retirement 2045 NL M Manager not matched · Collective trust | $1.0M | 7.9% |
| St Str Target Retirement 2040 NL M Manager not matched · Collective trust | $942K | 7.2% |
| St Str Target Retirement Inc NL M Manager not matched · Collective trust | $357K | 2.7% |
| St Str Target Retirement 2035 NL M Manager not matched · Collective trust | $322K | 2.5% |
| AB US Large Cap Growth CIT W Sr L AllianceBernstein · Collective trust | $287K | 2.2% |
| St Str Target Retirement 2065 NL M Manager not matched · Collective trust | $259K | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.