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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC6 years Filed as: VRIAC Service code 27 · EIN 71-0294708 | Advisory (Plan) | $10,192 |
20 funds of $250K or more; 23 lines in all, holding $22.5M of the plan's $22.8M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $15.6M | 69.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $2.1M | 9.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Separate account | $621K | 2.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $573K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $484K | 2.1% |
| Fidelity Advisor Total Bond Fund Z Fidelity (FMR) · Separate account | $365K | 1.6% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Separate account Index | $365K | 1.6% |
| Target Retirement Income Fund Manager not matched · Separate account | $364K | 1.6% |
| Voya Fixed Account Voya · Insurance contract | $342K | 1.5% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Separate account Index | $304K | 1.3% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.