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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES9 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $17,994 |
BPAS10+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping and information managem... | $12,724 |
10 funds of $250K or more; 27 lines in all, holding $9.7M of the plan's $9.8M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $3.1M | 31.5% |
| Guaranteed Investment Contracts Transamerica Financial Life Ins. Co. Transamerica (Aegon) · Insurance contract | $2.5M | 25.8% |
| Large Growth Fund Transamerica (Aegon) · Separate account | $726K | 7.5% |
| Transamerica Ins. Stable Fund Transamerica (Aegon) · Mutual fund | $597K | 6.2% |
| Guaranteed Investment Contract Empower Retirement Insurance and Annuity Company Principal · Insurance contract | $467K | 4.8% |
| Transamerica Ins. Large Value Fund Transamerica (Aegon) · Mutual fund | $448K | 4.6% |
| Transamerica Ins. Large Core Fund Transamerica (Aegon) · Mutual fund | $332K | 3.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $323K | 3.3% |
| Diamond Hill Large Cap Diamond Hill · Other | $241K | 2.5% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $213K | 2.2% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.