Filings through .
Filed February 7, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN.SERVICES, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $32,202 |
Service code 17 606 SOUTH MAIN STREET · PRINCETON, IL 61356 | Pension Consulting | $27,643 |
16 funds hold $11.7M of the plan's $11.9M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $5.6M | 47.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.7M | 14.1% |
| Vanguard 500 Index Admiral Series Vanguard · Mutual fund Index | $1.5M | 12.7% |
| Stable Asset Fund 2 StanCorp (Meiji Yasuda) · Insurance contract | $626K | 5.3% |
| Vanguard Small-Cap Index Admiral Series N/R Vanguard · Mutual fund Index | $537K | 4.6% |
| Equity Insights Fund Class-Is Goldman Sachs · Mutual fund | $420K | 3.6% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $285K | 2.4% |
| Vanguard Mid-Cap Index Admiral Series N/R Vanguard · Mutual fund Index | $266K | 2.3% |
| MFS Investment Management Mid-Cap Value Fund R4 MFS (Sun Life) · Mutual fund | $249K | 2.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $164K | 1.4% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEquity Insights Fund Class-Is | $420K |
| DroppedGoldman Sachs International Equity Insights Fund Institutional | $334K |
| AddedBaird Aggregate Bond Fund Institutional | $285K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.