Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALLEY FORGE PENSION MANAGEMENT Service code 49 · EIN 71-0294708 | Other Services | $8,693 |
MAILLIE LLP2 years Service code 99 · EIN 23-1518888 | Other Fees | $8,600 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,355 |
PRIME PENSIONS, INC.1 year Filed as: PRIME PENSIONS Service code 99 · EIN 46-1224594 | Other Fees | $5,445 |
21 funds of $250K or more; 33 lines in all, holding $17.9M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Alger Capital Apprec Fund A Manager not matched · Separate account | $1.9M | 10.9% |
| Amer Fnds New Perspective R3 Capital Group · Separate account | $1.8M | 10.1% |
| Voya US Stock Index Port Srv Voya · Separate account Index | $1.8M | 10.0% |
| Voya Large Cap Growth Prt Srv Voya · Separate account | $1.3M | 7.1% |
| Amer Fnds Eupac Fund Manager not matched · Separate account | $1.2M | 6.6% |
| ClrBrg SmCp Grw Fnd A Manager not matched · Separate account | $1.2M | 6.5% |
| Voya Russell LgCp Indx Prt S Voya · Separate account Index | $1.0M | 5.7% |
| Voya Index Solution Inc Port Srv Voya · Separate account Index | $967K | 5.4% |
| Voya Intermediate Bond Prt S Voya · Separate account | $821K | 4.6% |
| Voya Mid Cap Opport Port S Voya · Separate account | $760K | 4.3% |
Added 5 funds, dropped 5 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAlger Capital Apprec Fund A | $1.9M |
| AddedAmer Fnds New Perspective R3 | $1.8M |
| DroppedAmerican Funds Nw Prspctv R3 | $1.5M |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.