Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC11+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,941 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 99 · EIN 44-0160260 | Other Fees | $14,688 |
VOYA FINANCIAL ADVISORS INC2 years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,453 |
26 funds of $250K or more; 24 lines in all, holding $37.5M of the plan's $37.5M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $10.9M | 29.0% |
| Voya Large Cap Growth Fund 8 - CIT Voya · Collective trust Recordkeeper's own fund | $8.0M | 21.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.4M | 9.1% |
| American Funds Washington Mutual Investors Fund(SM) - Class R-6 Capital Group · Mutual fund | $2.5M | 6.8% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund | $2.2M | 5.9% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.7M | 4.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 4.5% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $1.1M | 2.9% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $920K | 2.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $877K | 2.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.