Filings through .
Filed December 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DR. · UTICA, NY 13502 | Recordkeeping | $73,573 |
14 funds of $250K or more; 23 lines in all, holding $25.4M of the plan's $25.9M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: T. Rowe Price Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $17.2M | 67.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 10.7% |
| T. Rowe Price Retmt 2025 I T. Rowe Price · Mutual fund | $1.2M | 4.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $842K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $583K | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $551K | 2.2% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $406K | 1.6% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $347K | 1.4% |
| U.S. Small Cap Growth Portfolio Dimensional · Mutual fund | $211K | 0.8% |
| Natixis Oakmark Fund (Investor) Natixis IM · Mutual fund | $210K | 0.8% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.