Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,695 |
KERBERROSE WEALTH MANAGEMENT4 years Filed as: KERBERROSE WEALTH MANAGEMENT, LLC Service code 26 · EIN 02-2352658 115 E. 5TH STREET · SHAWANO, WI 54166 | Advisory (Participants) | $9,442 |
2 funds of $250K or more; 14 lines in all, holding $2.8M of the plan's $2.8M. From the 2025 filing. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath Index Mod 2055 R1 Manager not matched · Collective trust Index | $1.8M | 65.6% |
| Flexpath Index Moderate 2045 R1 Manager not matched · Collective trust Index | $561K | 20.1% |
| flexPATH Index Moderate 2035 Fund R1 Manager not matched · Collective trust Index | $199K | 7.1% |
| flexPATH Index Moderate 2065 Fund R1 Manager not matched · Collective trust Index | $99K | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $32K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $29K | 1.0% |
| Flexpath Index Agg Ret R1 Manager not matched · Collective trust Index | $20K | 0.7% |
| flexPATH Index Moderate Retirement Fund R1 Manager not matched · Collective trust Index | $8K | 0.3% |
| Flexpath Index Aggressive 2055 R1 Manager not matched · Collective trust Index | $6K | 0.2% |
| Stable Value Fund Manager not matched · Insurance contract | $4K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
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.
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.