Filings through .
Filed October 29, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS PLAN PLUS LLC1 year Filed as: BENEFITS PLAN ADMINISTRATORS Service code 15 · EIN 16-1503696 126 BUSINESS PARK · UTICA, NY 13502 | Recordkeeping | $32,466 |
7 funds of $250K or more; 19 lines in all, holding $4.7M of the plan's $4.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 21.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $651K | 14.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $626K | 13.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $512K | 11.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $379K | 8.2% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $330K | 7.1% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $330K | 7.1% |
| Vanguard SH Term BD Index Adm Vanguard · Mutual fund Index | $155K | 3.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $140K | 3.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund | $126K | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.