Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31,516 |
17 funds of $250K or more; 12 lines in all, holding $19.0M of the plan's $19.7M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: SSgA Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $13.1M | 69.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.6M | 8.5% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $996K | 5.2% |
| Invesco Core Fixed Income Fund Invesco · Collective trust | $714K | 3.8% |
| Voya Fixed Account Voya · Insurance contract | $616K | 3.2% |
| iShares Russell Small/Mid-Cap Index Fund BlackRock · ETF Index | $420K | 2.2% |
| Fidelity International Growth Fund Fidelity (FMR) · Mutual fund | $414K | 2.2% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $389K | 2.0% |
| PIMCO High Yield Spectrum Fund PIMCO (Allianz) · Mutual fund | $318K | 1.7% |
| Victory RS Global Fund Victory Capital · Mutual fund | $175K | 0.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares Russell Small/Mid-Cap Index Fund | $420K |
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.