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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Filed as: PAYCHEX INC. Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $21,919 |
Service code 27 | Advisory (Plan) | $14,427 |
7 funds of $250K or more; 24 lines in all, holding $6.6M of the plan's $7.0M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $2.8M | 42.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 20.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $592K | 9.0% |
| fund Great Gray CIT III for Metlife Group Annuity Contract Manager not matched · Insurance contract | $459K | 6.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $312K | 4.7% |
| International Social Core Equity Portfolio Institutional Class Dimensional · Mutual fund | $182K | 2.7% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $180K | 2.7% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $152K | 2.3% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $112K | 1.7% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $94K | 1.4% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.