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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $25,299 |
Filed as: VOYA RETIREMETN ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,265 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,395 |
VOYA FINANCIAL ADVISORS INC4 years Filed as: VOYA RETIREMENT INS,& ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
22 funds of $250K or more; 15 lines in all, holding $49.0M of the plan's $58.1M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Fidelity Freedom, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $10.1M | 20.6% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $7.2M | 14.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.8M | 11.8% |
| American Funds Am Balanced R6 Capital Group · Separate account | $5.2M | 10.7% |
| American Funds Fdmntl Inv R6 Capital Group · Mutual fund | $4.6M | 9.4% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $3.2M | 6.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 4.9% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $2.3M | 4.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 4.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.3% |
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.
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.