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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271029 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $8,892 |
18 funds of $250K or more; 20 lines in all, holding $18.0M of the plan's $21.4M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, other, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Manager not matched · Separate account Target-date, 10 vintages | $5.0M | 27.9% |
| W stAsst High Yield Fund IS Manager not matched · Separate account | $3.2M | 17.8% |
| American Funds W ash Mutual R6 Capital Group · Separate account | $2.1M | 11.5% |
| ClrBrg SmCp Grw Fd IS Manager not matched · Separate account | $1.3M | 7.3% |
| American Funds EuroPacific R6 Capital Group · Separate account | $1.2M | 6.9% |
| Voya Intermediate Bond Fund R6 Voya · Separate account | $827K | 4.6% |
| Vangrd Mid-Cap Index Fund Adm Manager not matched · Separate account Index | $789K | 4.4% |
| Invesco Value Opprt Fund R6 Invesco · Separate account | $725K | 4.0% |
| Pooled Separate Accounts Amer Bcn Stphns Mid-Cap Gr R5 Manager not matched · Separate account | $713K | 4.0% |
| Vangrd LifeStrat Grw Fd Inv Manager not matched · Separate account | $632K | 3.5% |
See the other 10 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,900 | $65,908-4.6% | $81,812-23.1% | $77,643-19.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 14.51% | 26.64%-12.1pp | 773.79%-759.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,879 | $2,370+21.5% | $2,912-1.1% | $2,726+5.6% |
| Participant deferral / active EE | $5,533 | $3,505+57.8% | $4,319+28.1% | $4,647+19.1% |
| Admin fee / account holder | $18 | $526-96.5% | $7,386-99.8% | $430-95.8% |