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| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 6400 MAIN STREET · WILLIAMSVILLE, NY 14221 | Contract Administrator | $17,491 |
4 funds of $250K or more; 21 lines in all, holding $3.7M of the plan's $3.8M. From the 2024 filing. Recordkeeper: Epic Retirement Plan Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $2.6M | 70.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $391K | 10.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 1 vintage | $180K | 4.9% |
| JPMorgan Large Cap Growth Select Fund JPMorgan · Mutual fund | $162K | 4.4% |
| American Bond Fund of America Manager not matched · Mutual fund | $55K | 1.5% |
| Blackrock Equty Dividend Institutional BlackRock · Mutual fund | $46K | 1.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $44K | 1.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $39K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $35K | 1.0% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $30K | 0.8% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.