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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $220,437 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $40,839 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,308 |
25 funds of $250K or more; 16 lines in all, holding $91.9M of the plan's $92.3M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Retirement, other, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 13 vintages | $29.1M | 31.7% |
| Voya U.S. Stock Index Portfolio Inst. Voya · Separate account Index | $15.4M | 16.7% |
| Jpmorgan Large Cap Growth R4 JPMorgan · Separate account | $12.2M | 13.3% |
| Voya Fixed Account Voya · Insurance contract | $8.4M | 9.2% |
| Voya MidCap Opportunities Port I Voya · Separate account | $5.9M | 6.5% |
| American Funds Euro Pacific R4 Capital Group · Separate account | $5.3M | 5.7% |
| JPMorgan Equity Income Fund R4 JPMorgan · Separate account | $4.9M | 5.4% |
| Voya Intermediate Bond Prt I Voya · Separate account | $2.1M | 2.3% |
| Vanguard Small-Cap Index Fnd Adm Vanguard · Separate account Index | $1.8M | 1.9% |
| Vanguard Mid-Cap Index Fund Adm Vanguard · Separate account Index | $1.7M | 1.9% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.