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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,512 |
ASCENSUS LLC2 years Filed as: SCP RETIREMENT SERVICES Service code 49 · EIN 87-3868487 | Other Services | $0 |
3 funds of $250K or more; 33 lines in all, holding $3.0M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| borrower, lessor, or collateral, par, or Manager not matched · Other | $469K | 15.8% |
| American FundsNew Perspective R6 Manager not matched · Separate account | $458K | 15.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $306K | 10.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $178K | 6.0% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $158K | 5.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Separate account Index | $145K | 4.9% |
| Vanguard LifeStrat Mod Grwth Fd Inv Vanguard · Separate account | $110K | 3.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Separate account Index | $105K | 3.6% |
| Vangrd Mid-Cap Vl Indx Fnd Adm Vanguard · Separate account Index | $99K | 3.3% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Separate account | $91K | 3.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican FundsNew Perspective R6 | $458K |
| DroppedVanguard Growth Index Fund Admiral Shares | $262K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.