Filings through .
Filed April 15, 2005
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL · ROCHESTER, NY 14625 | Recordkeeping | $20,250 |
CFM ADVISORS2 years Filed as: CFM ADVISORS INC Service code 26 1373 VETERANS HWY. SUITE 10 · HAPPAUGE, NY 11788 | Advisory (Participants) | $8,041 |
14 funds of $250K or more; 25 lines in all, holding $8.4M of the plan's $9.0M. From the 2025 filing. Recordkeeper: Paychex.
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $1.8M | 21.3% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $989K | 11.7% |
| Dimensional 2050 Target Date Retirement Income Fund Institutional Class Dimensional · Mutual fund | $739K | 8.8% |
| Dimensional 2035 Target Date Retirement Income Fund Institutional Class Dimensional · Mutual fund | $461K | 5.5% |
| MetLife GAC Series 25053 Stable Value Fund Collective Investment Trust MetLife · Stable value Stable value | $456K | 5.4% |
| Dimensional 2030 Target Date Retirement Income Fund Institutional Class Dimensional · Mutual fund | $449K | 5.3% |
| Dimensional 2060 Target Date Retirement Income Fund Institutional Class Dimensional · Mutual fund | $429K | 5.1% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $395K | 4.7% |
| Dimensional 2065 Target Date Retirement Income Fund Institutional Class Dimensional · Mutual fund | $394K | 4.7% |
| Dimensional 2055 Target Date Retirement Income Fund Institutional Class Dimensional · Mutual fund | $347K | 4.1% |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.