Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$60K in admin expenses, $49 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 33 lines in all, holding $54.6M of the plan's $54.6M. Recordkeeper: Voya.
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Changed vehicle on 4 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveVanguard 500 Index Fund Admiral Shares to Vangrd 500 Index Fund Adm Pooled Separate Accountsmutual fund to separate account | $6.1M to $6.6M |
| Other vehicle moveEupac Fund to American Funds EuroPacific Growth R6 Pooled separate accountsmutual fund to separate account | $1.2M to $1.6M |
| Other vehicle moveVoya Intermediate Bond Fund Class R6 to Voya Intermediate Bond Fund R6 Pooled separate accountsmutual fund to separate account | $1.3M to $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
23 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
STEPHENS INC6+ years Service code 99 · EIN 71-0641478 Other Fees | $77,698 |
VOYA FINANCIAL ADVISORS INC6+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 Advisory (Plan) | $44,935 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 Advisory (Plan) | $25,899 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 99 PO BOX 200870 · DALLAS, TX 75320-0870 Other Fees | $25,673 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 Advisory (Participants) | $14,810 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025