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.
Voya Retirement Advisors, LLC is named as a service provider on the Schedule C of 469 retirement plans with 100 or more participants for plan year 2024, covering 1,367,077 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $34.3M. Per plan, the median was $17.97 per participant, with the middle half of plans between $8.52 and $35.15. 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 Texas (66), California (53) and Illinois (30).
In 2009 it appeared on 318 such filings; in 2024, 467 (up 47%). 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 plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $8.52 | $17.97 | $35.15 |
| Compensation as a share of plan net assets | 0.02% | 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
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
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| ADP Totalsource Retirement Savings Plan | ADP Totalsource Group, Inc. | FL | 335,802 | $9.19B | $4.4M |
| IBM Personal Pension Plan | International Business Machines Corporation | NY | 144,666 | $17.6B | $2.1M |
| UPS 401(k) Savings Plan | United Parcel Service of America, Inc. | GA | 134,811 | $14.2B | $9.7M |
| Best Buy Retirement Savings Plan | Best Buy Enterprise Services, Inc. | MN | 108,948 | $3.13B | $2.5M |
| The Bank of New York Mellon Corporation 401(k) Savings Plan | The Bank of New York Mellon Corporation | PA | 42,007 | $9.91B | $1.3M |
| Exxonmobil Savings Plan | Exxon Mobil Corporation | TX | 37,812 | $23.6B | $303K |
| Michaels Stores, Inc. Employees 401(k) Plan | Michaels Stores, Inc. | TX | 29,442 | $337M | $34K |
| Bass Pro Group, LLC 401(k) Plan | Great Outdoors Group, LLC | MO | 29,337 | $608M | $355K |
| Waste Connections, Inc. 401(k) Profit Sharing Plan | Waste Connections, Inc. | TX | 19,471 | $799M | $335K |
| The Sparc Group LLC 401(k) Investment and Savings Plan | Sparc Group LLC | NJ | 19,111 | $342M | $23K |
| Constellation Software (U.S.A.) Inc. Retirement Savings Plan | Csi USA Inc. | IL | 18,022 | $1.61B | $481K |
| Fluor Corporation Employees Savings Investment Plan | Fluor Corporation | TX | 16,213 | $3.53B | $1.5M |
| Mastercard Savings Plan | Mastercard International Incorporated | NY | 14,454 | $3.87B | $1.7M |
| The Quikrete Companies Profit Sharing and Tax Deferred Plan | The Quikrete Companies, LLC | GA | 13,677 | $622M | $272K |
| Hellofresh 401(k) Retirement Savings Plan | Grocery Delivery E-Services, Inc. | NY | 9,451 | $106M | $36K |
| KPC Global 401(k) Plan | KPC Global Management, LLC | CA | 9,181 | $298M | $129K |
| Protos Security 401(k) Plan | Security Services Holdings LLC | CT | 8,723 | $38.7M | $4,999 |
| Savings Program for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy Facilities at Oak Ridge, Tennessee | Consolidated Nuclear Security, LLC | TN | 8,459 | $1.49B | $1.0M |
| Compassus 401(k) Plan | FC Compassus, LLC | TN | 8,167 | $170M | $69K |
| Arvest Bank 401(k) & Profit Sharing Retirement Plan | Arvest Bank | AR | 8,139 | $926M | $0 |
| UBS Financial Services Inc. Pension Plan | UBS Financial Services Inc. | NJ | 8,083 | $577M | $129K |
| Middlesex Retirement Savings and Investment Plan | Middlesex Health | CT | 6,791 | $473M | $39K |
| Central Garden & Pet Company Investment Growth Plan | Central Garden & Pet Company | CA | 6,076 | $435M | $77K |
| Mercedes-Benz USA, LLC Employees' Retirement Savings Plan | Mercedes-Benz USA, LLC | GA | 5,164 | $984M | $91K |
| Amerit Fleet Solutions 401(k) Plan | Amerit Fleet Solutions | CA | 5,102 | $36.8M | $5,656 |
| Enterprise Select Pooled Employer Plan | Plan Fiduciary Services, Inc. | FL | 4,868 | $76.5M | $14K |
| H&e Equipment Services, Inc. 401(k) Profit Sharing | H&e Equipment Services, Inc. | LA | 3,811 | $179M | $24K |
| Eteam Inc. 401(k) Plan | Eteam Inc. | NJ | 3,707 | $14.3M | $4,329 |
| College Health Enterprises 401(k) Savings Plan | College Hospital Group, Inc. | CA | 3,517 | $97.3M | $31K |
| Olam America Employee Savings Plan | Olam Americas, Inc. | CA | 3,468 | $176M | $140K |
| Dreyer's Savings Plan | Dreyer's Grand Ice Cream, Inc. | CA | 3,430 | $202M | $108K |
| Acentra Health Retirement Plan | Acentra Health, LLC | VA | 3,383 | $165M | $23K |
| Travel Nurse Across America 401(k) Plan | Travel Nurse Across America, LLC | AR | 3,254 | $32.4M | $7,948 |
| Mau, Inc. 401(k) Profit Sharing Plan | Mau, Inc. | GA | 3,230 | $15.1M | $8,690 |
| H&M Hennes & Mauritz 401(k) Plan | H&M Fashion USA, Inc. | NJ | 3,190 | $142M | $112K |
| Camba 403(b) Retirement Plan | Camba, Inc. | NY | 3,185 | $69.8M | $25K |
| Orthoalliance 401(k) Plan | Orthoalliance Mso, LLC | MN | 3,111 | $233M | $48K |
| PXD 401(k) Plan for Non-Bargaining PXD Location Employees | Pantexas Deterrence, LLC | TX | 3,006 | $625M | $467K |
| Liberty Utilities National 401(k) Plan | Liberty Utilities Service Corp. | AZ | 2,981 | $442M | $223K |
| Claxton Poultry Farms Employees' Saving Plan | Norman W. Fries, Inc. Claxton | GA | 2,961 | $20.4M | $12K |
Questions and answers
How many plans does Voya Retirement Advisors, LLC serve?
469 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 $17.97 per participant in direct and indirect compensation (466 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) (457 plans), Recordkeeping and information management (6 plans), Participant loan processing (4 plans) and Investment advisory (plan) (3 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.