Filings through .
No flags tripped on the 2025 filing.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$102K in admin expenses, $51 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 18 lines in all, holding $38.6M of the plan's $40.2M. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $23.9M | 61.8% |
| Current Vangrd Trust Manager not matched · Other | $5.0M | 12.9% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $2.7M | 6.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 6.5% |
| Voya Fixed Plus Account III Voya · Insurance contract Recordkeeper's own fund | $2.1M | 5.5% |
| Parnassus Core Eqty Fnd Ins Affiliated Managers Group · Mutual fund | $498K | 1.3% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $493K | 1.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $419K | 1.1% |
| iShares US Agg Bond In Fd K BlackRock · ETF Index | $212K | 0.5% |
| Victory Sycmr Est Vl Fd R6 Victory Capital · Mutual fund | $201K | 0.5% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
8 more lines 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 3 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC8+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 Recordkeeping Fees | $86,420 |
SJT GROUP LLC4 years Service code 99 4811 HARDWARE NE, SUITE E-4 · ALBUQUERQUE, NM 87109 Other Fees | $13,436 |
RLI SURETY1 year Service code 27 PUEBLO OF ISLETA · ALBUQUERQUE, NM 87105 Advisory (Plan) | $494 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025