Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LUBBOCK NATIONAL BANK11+ years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $239,318 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $141,798 |
27 funds of $250K or more; 26 lines in all, holding $72.3M of the plan's $75.3M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: BlackRock LifePath Index, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Life Strategy Growth Fund Vanguard · Mutual fund | $21.8M | 30.1% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $16.8M | 23.3% |
| Vanguard Life Strategy Moderate Growth Fund Vanguard · Mutual fund | $12.0M | 16.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.5M | 7.6% |
| Standard Stable Value Fund Manager not matched · Insurance contract | $4.1M | 5.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.3M | 3.2% |
| AB US LG Cap growth CIT P2 AllianceBernstein · Collective trust | $2.2M | 3.0% |
| Victory Sycamore Est Val R6 Fd Victory Capital · Mutual fund | $916K | 1.3% |
| Vanguard Life Strategy Conservative Growth Fund Vanguard · Mutual fund | $825K | 1.1% |
| Vanguard Life Strategy Income Fund Vanguard · Mutual fund | $741K | 1.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | $620K |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.