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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,430 |
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $10,554 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,021 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,021 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 99 · EIN 82-3719843 | Other Fees | $1,008 |
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
26 funds hold $23.8M of the plan's $24.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.8M | 45.4% |
| Guaranteed Investment Contract Voya Retirement Insurance and Annuity Company Voya · Insurance contract | $2.0M | 8.4% |
| American Funds Fdmntl Inv R6 Capital Group · Mutual fund | $1.4M | 5.9% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $1.1M | 4.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 4.4% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $939K | 3.9% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $702K | 2.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $688K | 2.9% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $608K | 2.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $508K | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.