Filings through .
Filed August 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMINISTRATIVE SVC Service code 49 6 RHOADS DR STE 7 · UTICA, NY 13502 | Other Services | $0 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $0 |
Filed as: STEELE STREET CAPTIAL LC Service code 99 · EIN 46-2683790 | Other Fees | $0 |
12 funds of $250K or more; 26 lines in all, holding $21.7M of the plan's $67.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: BlackRock LifePath Index, other, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 10 vintages | $17.8M | 82.1% |
| American Funds Growth Fund of Amer R6 Capital Group · Separate account | $768K | 3.5% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Separate account | $634K | 2.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Separate account Index | $596K | 2.7% |
| American Funds EuroPacific R6 Capital Group · Separate account | $239K | 1.1% |
| Voya Fixed Account Voya · Insurance contract | $193K | 0.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Separate account Index | $181K | 0.8% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Separate account | $174K | 0.8% |
| AB Discovery Value Fund Class Z AllianceBernstein · Separate account | $162K | 0.7% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Separate account | $132K | 0.6% |
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveBlackRock LifePath Index Income to Blackrock Lifepath Index Retirement Fund Class K Sharesseparate account to mutual fund | $3.0M to $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.