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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 100 MADISON STREET · SYRACUSE, NY 13202 | Advisory (Participants) | $29,501 |
PAYCHEX, INC.7 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $28,500 |
9 funds of $250K or more; 14 lines in all, holding $5.3M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $3.8M | 73.1% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $649K | 12.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $261K | 5.0% |
| The Gabelli U.S. Treasury Money Market Fund Westwood · Money market | $186K | 3.5% |
| AB Large CAP Growth Fund INC Class I AllianceBernstein · Mutual fund | $77K | 1.5% |
| Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund | $73K | 1.4% |
| Nuveen Core Impact Bond Fund Class I TIAA (Nuveen) · Mutual fund | $50K | 1.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $38K | 0.7% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $30K | 0.6% |
| Federated Hermes MDT Small Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $17K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.