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Providers › Investment advisory and management

Service provider · Schedule C, plan year 2024

Voya Retirement Advisors, LLC

Most often reported for investment advisory and management

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

48plans naming this provider
770,125participant records in those plans
$20.8Mcompensation reported, direct and indirect
$38.84median reported per participant48 plans with an amount

For plan year 2024, 48 retirement plans with 100 or more participants reported paying Voya Retirement Advisors, LLC $5,000 or more. Those plans cover 770,125 participant records, and the service most often reported is investment advisory and management.

Reported compensation from those plans, direct and indirect, totalled $20.8M. Per plan, the median was $38.84 per participant, with the middle half of plans between $19.54 and $68.40. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in Florida (7), Texas (5) and New York (5).

In 2009 it appeared on 5 such filings; in 2024, 48. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$19.54$38.84$68.40
Compensation as a share of plan net assets0.03%0.04%0.06%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 52010: 162011: 132012: 162013: 142014: 02015: 02016: 02017: 02018: 152019: 142020: 162021: 292022: 362023: 442024: 4854820092012201620202024
Plans with 100+ participants naming this provider
2009: $346K2010: $1.4M2011: $976K2012: $1.4M2013: $1.5M2014: $02015: $02016: $02017: $02018: $5.3M2019: $7.3M2020: $8.1M2021: $12.7M2022: $14.6M2023: $17.4M2024: $20.8M$346K$20.8M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Investment advisory (participants)46
Investment advisory (plan)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Dollar General Corp. 401(k) Savings and Retirement PlanDollar General CorporationTN201,691$825M$809K
Aon Pooled Employer PlanAon Consulting, Inc.IL87,813$3.14B$470K
Davita Retirement Savings PlanDavita Inc.CO78,487$3.81B$3.6M
Circle K Retirement PlanThe Circle K Retirement PlanAZ75,362$506M$384K
Autonation 401(k) PlanAutonation, Inc.FL28,829$1.09B$563K
Yum Brands 401(k) PlanYum Brands, Inc.KY25,422$989M$566K
Motorola Solutions 401(k) PlanMotorola Solutions, Inc.IL22,877$6.50B$1.9M
Weis Markets, Inc. Retirement Savings PlanWeis Markets, Inc.PA22,404$304M$124K
Thomson Reuters 401(k) Savings PlanThomson Reuters Holdings Inc.MN20,290$4.47B$1.5M
Constellis 401(k) PlanConstellis, LLCVA16,214$644M$390K
Westinghouse Electric Company Savings PlanWestinghouse Electric Company LLCPA15,193$2.09B$947K
Centerpoint Energy Savings PlanCenterpoint Energy, Inc.TX11,962$2.88B$1.8M
Serco Inc. 401(k) Retirement PlanSerco Inc.VA11,363$744M$463K
Ball Corporation 401(k) and Employee Stock Ownership PlanBall CorporationCO11,293$2.32B$792K
Ies Holdings, Inc. Retirement Savings PlanIes Holdings, Inc. Retirement Savings PlanTX11,280$233M$66K
Edwards Lifesciences Corporation 401(k) Savings and Investment PlanEdwards Lifesciences CorporationCA10,257$1.90B$693K
Spirit Aerosystems Holdings, Inc. Retirement & Savings PlanSpirit Aerosystems Holdings, Inc.KS9,084$1.22B$479K
United Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.NY8,760$391M$171K
Genpact U. S. 401(k) Savings PlanGenpact, LLCNY8,590$602M$267K
Sun Advantage Savings and Investment PlanSun Life Financial U.S. Services Company, Inc.MA8,069$1.78B$1.0M
Ltimindtree Ltd. 401(k) PlanLtimindtree Ltd.NJ7,262$207M$34K
Mercedes-Benz U.S. International, Inc. Retirement and Savings PlanMercedes-Benz U.S. International, Inc.AL7,116$1.23B$302K
Baptist Health Care, Inc. Retirement Savings 403(b) PlanBaptist Health Care CorporationFL6,751$298M$153K
Baptist Health Care, Inc. Retirement Savings 403(b) PlanBaptist Health Care, Inc.FL6,751$298M$153K
First National of Nebraska, Inc. First Savings PlanFirst National of Nebraska, Inc.NE6,447$1.05B$152K
Hunter Douglas, Inc. Employee Savings 401(k) PlanHunter Douglas, Inc.NY6,237$529M$406K
Atos 401(k) Savings PlanAtos IT Solutions and Services, Inc.TX6,180$733M$419K
Lakeview Center Inc. Retirement Savings 403(b) PlanLakeview Center, Inc.FL4,574$117M$63K
Trinity Industries, Inc. 401(k) Plan As Restated Effective August 1, 2020Trinity Industries, Inc.TX4,357$385M$248K
Lsegh, Inc. 401(k) PlanRefinitiv US LLCNY4,222$1.11B$428K
United Launch Alliance 401(k) Savings and Retirement PlanUnited Launch Alliance, LLCCO4,061$1.01B$575K
Save a Lot 401(k) PlanMoran Foods, LLCMO2,710$122M$11K
The Art Institute of Chicago Defined Contribution Retirement PlanThe Art Institute of ChicagoIL2,228$211M$71K
McKenney's, Inc. and Affiliated Companies Profit Sharing and 401(k) PlanMcKenney's, Inc.GA2,072$129M$31K
Boyd Company 401(k) PlanBoyd CompanyKY1,811$204M$110K
Faith Regional Health Services Tax Deferred Annuity PlanFaith Regional Health ServicesNE1,641$104M$16K
Faith Regional Health Services Employees Retirement PlanFaith Regional Health ServicesNE1,567$62.0M$9,495
Bacardi U.S.A., Inc. & Affiliates 401(k) Savings and DC Retirement PlanBacardi U.S.A., Inc.FL1,566$290M$129K
Rollins College Retirement PlanRollins CollegeFL1,478$218M$105K
Stratas Foods LLC Retirement PlanStratas Foods LLCTN1,275$82.8M$30K

Questions and answers

How many plans does Voya Retirement Advisors, LLC serve?

48 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Voya Retirement Advisors, LLC?

The median plan reported $38.84 per participant in direct and indirect compensation (48 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Investment advisory (participants) (46 plans) and Investment advisory (plan) (1 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.