Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $12,112 |
1 fund of $250K or more; 10 lines in all, holding $1.4M of the plan's $1.5M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: BlackRock LifePath Index, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $1.3M | 92.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $25K | 1.7% |
| iShares Russell 2000 SC IDX K BlackRock · ETF Index | $24K | 1.7% |
| US Large Cap Growth P2 AllianceBernstein · Other | $19K | 1.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $17K | 1.2% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $14K | 0.9% |
| Goldman Sachs Stable Value Fund Goldman Sachs · Insurance contract | $11K | 0.8% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $613 | <0.1% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $324 | <0.1% |
| iShares MSCI Total International Index Fund Class K Shares BlackRock · ETF Index | $149 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.