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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN. SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $45,279 |
ENLIGHTEN FINANCIAL SERVICES, INC.10+ years Service code 49 · EIN 81-2321196 3364 AMHERST WAY · EUGENE, OR 97408 | Other Services | $18,533 |
7 funds of $250K or more; 19 lines in all, holding $6.5M of the plan's $6.9M. From the 2025 filing. Recordkeeper: Benefit Plans Admin Services.
Target-date series: BlackRock LifePath Index, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $5.1M | 78.5% |
| American Funds Am Balanced Capital Group · Mutual fund | $521K | 8.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $293K | 4.5% |
| AB US LG Cao Growth CIT P2 AllianceBernstein · Collective trust | $132K | 2.0% |
| T. Rowe Price Div Mid-Cap Growth T. Rowe Price · Mutual fund | $87K | 1.3% |
| Diversified International Fund Institutional Class Principal · Mutual fund | $73K | 1.1% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $62K | 0.9% |
| NB Small Cap Growth TR Fndrs Manager not matched · Mutual fund | $59K | 0.9% |
| iShares Russell 2000 SC Index K BlackRock · ETF Index | $55K | 0.9% |
| Capital Group EuroPacific Fund Capital Group · Mutual fund | $35K | 0.5% |
Covers 70,940 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.