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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $14,960 |
FOCUSED WEALTH MANAGEMENT3 years Service code 27 11 BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Plan) | $5,303 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $140 |
34 funds hold $2.0M of the plan's $2.0M. From the 2024 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: American Funds Target Date, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $439K | 22.1% |
| Equity Index Fund Mutual of America · Mutual fund Index | $182K | 9.2% |
| Invesco V.I. Main Street Fund Invesco · Mutual fund | $167K | 8.4% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $148K | 7.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $128K | 6.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $127K | 6.4% |
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract | $113K | 5.7% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $108K | 5.4% |
| International Portfolio Vanguard · Mutual fund | $98K | 4.9% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund | $82K | 4.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.