Filings through .
Filed June 8, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $26,890 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $9,325 |
23 funds of $250K or more; 18 lines in all, holding $48.4M of the plan's $48.4M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $16.6M | 34.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $10.8M | 22.2% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $5.9M | 12.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $3.4M | 7.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $3.0M | 6.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 3.1% |
| Hotchkis & Wiley Value Opportunities Fund Class Z Hotchkis & Wiley · Mutual fund | $1.5M | 3.0% |
| Baron Small Cap Fund Retail Class Manager not matched · Mutual fund | $1.2M | 2.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.3% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $931K | 1.9% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund. Changed share class on 4 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $15.8M to $16.6M |
| Share class changeVanguard U.S. Growth Fund Investor Shares to Vanguard U.S. Growth Fund Admiral Shares | $5.1M to $5.9M |
| Share class changeVanguard Small-Cap Value Index Fund Investor Shares to Vanguard Small-Cap Value Index Fund Admiral Shares | $1.4M to $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.