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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY2 years Service code 49 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | Other Services | $12,476 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,350 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
15 funds of $250K or more; 28 lines in all, holding $27.3M of the plan's $27.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $19.8M | 72.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 10.3% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $691K | 2.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $577K | 2.1% |
| Group Annuity Contract (held by Voya Retirement Insurance and Annuity Company) Voya Voya · Insurance contract | $485K | 1.8% |
| Voya Intermediate Bond Fund Voya · Mutual fund | $477K | 1.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $475K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $295K | 1.1% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $244K | 0.9% |
| Voya Large Cap Growth Portfolio Voya · Mutual fund | $205K | 0.8% |
Added 1 fund, dropped 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Total International Stock Index Fund Admiral Shares to Vanguard Total International Stock Index Fund Investor Shares | $684K to $691K |
| AddedVoya Intermediate Bond Fund | $477K |
| DroppedInvesco Divrsd Dividend Fd R6 | $423K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.