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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $37,482 |
CARUSO AND MCLEAN & CO4+ years Service code 26 110 LOMOND COURT · UTICA, NY 13502 | Advisory (Participants) | $34,297 |
11 funds of $250K or more; 20 lines in all, holding $11.9M of the plan's $12.0M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $2.5M | 21.3% |
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund | $2.4M | 19.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 11.4% |
| Vanguard Life Strategy Moderate Growth Fund Vanguard · Mutual fund | $1.3M | 11.0% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.3M | 10.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $727K | 6.1% |
| Fully Benefit-Responsive Investment Contract: Variable Annuity Life Insurance Company Fixed Interest Option Advisor Fund Manager not matched · Insurance contract | $625K | 5.2% |
| Vanguard Life Strategy Conservative Growth Fund Vanguard · Mutual fund | $564K | 4.7% |
| Vanguard Life Strategy Income Fund Vanguard · Mutual fund | $312K | 2.6% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $215K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.