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| Provider | Service type | Compensation |
|---|---|---|
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,788 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $264 |
4 funds of $250K or more; 27 lines in all, holding $4.4M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Voya.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 34.9% |
| MetLife Stable Val Sr 25053 0 MetLife · Stable value Stable value | $570K | 12.9% |
| Vestgen Wealth Partners 401(K) Plan Plan 001 JPMorgan LgCp Grw Fnd R6 JPMorgan · Mutual fund | $410K | 9.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $357K | 8.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $247K | 5.6% |
| Amer Fnds 2040 Target Date R6 Manager not matched · Mutual fund | $177K | 4.0% |
| MFS Intl Eqty Fnd R6 MFS (Sun Life) · Mutual fund | $141K | 3.2% |
| Amer Fnds 2045 Target Date R6 Manager not matched · Mutual fund | $133K | 3.0% |
| Voya Intermediate Bond Fund Class R6 Voya · Mutual fund Recordkeeper's own fund | $110K | 2.5% |
| Amer Fnds 2050 Target Date R6 Manager not matched · Mutual fund | $106K | 2.4% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.