Filings through .
Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $16,664 |
20 funds of $250K or more; 16 lines in all, holding $14.3M of the plan's $14.4M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.1M | 56.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $913K | 6.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $817K | 5.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $627K | 4.4% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $580K | 4.1% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $543K | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $449K | 3.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $406K | 2.8% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $395K | 2.8% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund | $340K | 2.4% |
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund | $817K |
| AddedAmerican Funds EuroPacific R6 | $543K |
| DroppedBorrower, Lessor, or | $412K |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.