Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$18K in admin expenses, $25 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 18 lines in all, holding $33.0M of the plan's $33.5M. Recordkeeper: Voya.
Target-date series: BlackRock LifePath Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $27.0M | 81.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 5.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.9% |
| Voya Fixed Account B Voya · Insurance contract Recordkeeper's own fund | $927K | 2.8% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $490K | 1.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $435K | 1.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $203K | 0.6% |
| Voya Small Cap Growth Fund Class R6 Voya · Mutual fund Recordkeeper's own fund | $197K | 0.6% |
| Voya Money Market Fund Voya · Money market Recordkeeper's own fund | $184K | 0.6% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $166K | 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, not money moved.
8 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 26 · EIN 47-1411118 Advisory (Participants) | $45,670 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 Advisory (Participants) | $16,462 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 Advisory (Participants) | $839 |
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 2025 filing.
Filed August 1, 2024.
Street address, email and phone are on Pro. Free for 7 days, then $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025