Filings through .
2 of 18 flags tripped on the 2024 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 2024 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$24K in admin expenses, $94 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 34 lines in all, holding $6.7M of the plan's $6.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Index Solution Inc P Z Voya · Insurance contract Index | $1.0M | 15.0% |
| Voya Index Solution 2025 P Z Voya · Insurance contract Index | $976K | 14.5% |
| Voya Index Solution 2030 P Z Voya · Insurance contract Index | $797K | 11.8% |
| Voya Index Solution 2035 P Z Voya · Insurance contract Index | $532K | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Insurance contract Index | $532K | 7.9% |
| Guaranteed Investment Contract (Fbric) Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $517K | 7.7% |
| Voya Index Solution 2040 P Z Voya · Insurance contract Index | $246K | 3.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Insurance contract | $241K | 3.6% |
| Voya Index Solution 2045 P Z Voya · Insurance contract Index | $183K | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $174K | 2.6% |
| 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 |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
24 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 4 by compensation.
| Provider | Compensation |
|---|---|
VOYA FINANCIAL ADVISORS INC5+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 Advisory (Participants) | $16,100 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 Advisory (Plan) | $4,227 |
Service code 49 Other Services | $3,904 |
Filed as: RETIREMENT SOLUTIONS SPE Service code 49 · EIN 27-0293282 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2024 filing.
2 contacts
5 filings · 2020 to 2024