Filings through .
Filed December 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $29,240 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $27,187 |
MORNINGSTAR11+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,146 |
28 funds of $250K or more; 25 lines in all, holding $97.2M of the plan's $102M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Voya Target Solution, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Target Solution Voya · Mutual fund Target-date, 9 vintages | $26.2M | 26.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $23.0M | 23.7% |
| American Funds Fundamental Inv R6 Capital Group · Mutual fund | $7.3M | 7.5% |
| par or maturity value value Guaranteed Invest Manager not matched · Insurance contract | $4.3M | 4.4% |
| Pooled Separate Accounts Variable Annuity Account D Voya Large Cap Growth Fund 8 Voya · Collective trust | $4.2M | 4.4% |
| Voya Target In Retirement Fund R6 Voya · Mutual fund | $4.0M | 4.1% |
| American Funds Wash Mutual R6 Capital Group · Mutual fund | $3.3M | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 3.2% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $3.0M | 3.1% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $2.7M | 2.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.