Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC4+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $37,723 |
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,001 |
Service code 49 · EIN 62-1757444 | Other Services | $4,242 |
7 funds of $250K or more; 30 lines in all, holding $5.2M of the plan's $5.2M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Fidelity Freedom, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $869K | 16.8% |
| Fidelity Freed Ind 2055 Fd Prm II Fidelity (FMR) · Mutual fund | $778K | 15.0% |
| Fidelity Freed Ind 2065 Fd Prm II Fidelity (FMR) · Mutual fund | $566K | 10.9% |
| Fidelity Freed Ind 2050 Fd Prm II Fidelity (FMR) · Mutual fund | $516K | 10.0% |
| Fidelity Freed Ind 2060 Fd Prm II Fidelity (FMR) · Mutual fund | $466K | 9.0% |
| Fidelity Freed Ind 2045 Fd Prm II Fidelity (FMR) · Mutual fund | $434K | 8.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $403K | 7.8% |
| Fidelity Freed Ind 2040 Fd Prm II Fidelity (FMR) · Mutual fund | $239K | 4.6% |
| Fidelity Freed Ind 2035 Fd Prm II Fidelity (FMR) · Mutual fund | $232K | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $186K | 3.6% |
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, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.