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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $62,800 |
12 funds of $250K or more; 14 lines in all, holding $10.9M of the plan's $11.0M. From the 2024 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $6.8M | 62.5% |
| collateral, par, or maturity AB US Large Growth CIT P2 Manager not matched · Collective trust | $1.2M | 11.2% |
| American Balanced Fund Class R-5 Capital Group · Mutual fund | $1.1M | 10.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $552K | 5.1% |
| Federated Capital Preservation Fund Federated Hermes · Stable value Stable value | $274K | 2.5% |
| American Funds Europacfic R6 Capital Group · Mutual fund | $253K | 2.3% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $189K | 1.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $157K | 1.4% |
| iShare U.S. Aggregate Bond Index K Manager not matched · Mutual fund Index | $100K | 0.9% |
| Nomura Mid Cap Growth Fund Institutional Class Macquarie / Nomura · Mutual fund | $90K | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.