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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $51,742 |
13 funds hold $11.7M of the plan's $11.7M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: Vanguard Target Retirement, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $8.3M | 71.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 10.9% |
| Federated Hermes Govt Obl Federated Hermes · Mutual fund | $469K | 4.0% |
| American Funds Growth Fnd R6 Capital Group · Mutual fund | $336K | 2.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $291K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $267K | 2.3% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $196K | 1.7% |
| Columbia Mid Cap Index Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $188K | 1.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $108K | 0.9% |
| Vanguard Tgt Retirem'T Income Vanguard · Mutual fund | $99K | 0.8% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Growth Fnd R6 | $336K |
| AddedEupac Fund Class R-6 | $291K |
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.
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.