Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS PLUS, LLC2 years Service code 49 | Other Services | $8,435 |
BENEFIT PLANS PLUS, LLC8 years Filed as: BENEFIT PLANS PLUS Service code 49 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Other Services | $0 |
17 funds of $250K or more; 27 lines in all, holding $18.5M of the plan's $18.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| A B Large Cap Gro wth Fund Z Manager not matched · Mutual fund | $3.9M | 21.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 11.9% |
| B NY M ello n Dynamic Value Fund Y Manager not matched · Mutual fund | $1.6M | 8.8% |
| Fidelity Internatio nal Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 8.8% |
| Do dge & Co x Inco me Fund Class X Manager not matched · Mutual fund | $1.4M | 7.8% |
| DFA Inflat-Pro t Securities P o rt Inst Dimensional · Mutual fund | $819K | 4.4% |
| Jo hn Hanco ck Disp Val M id Cap FD R6 Manager not matched · Mutual fund | $807K | 4.4% |
| B lackRo ck High Yield B o nd Po rt K Manager not matched · Other | $801K | 4.3% |
| M yCo mpass A merican Funds 2030 Fund R Manager not matched · Mutual fund | $696K | 3.8% |
| B aird A ggregate B o nd Fund Inst Manager not matched · Mutual fund | $644K | 3.5% |
Added 6 funds, dropped 6 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAB Large CAP Growth Fund INC Class Z to A B Large Cap Gro wth Fund Z | $3.4M to $3.9M |
| AddedB NY M ello n Dynamic Value Fund Y | $1.6M |
| AddedDo dge & Co x Inco me Fund Class X | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.