Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $53,905 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $50,410 |
CFM ADVISORS1 year Filed as: CFM ADVISORS INC Service code 26 · EIN 11-3237905 1373 VETERANS HWY. SUITE 10 · HAUPPAUGE, NY 11788 | Advisory (Participants) | $6,028 |
12 funds of $250K or more; 28 lines in all, holding $14.5M of the plan's $14.7M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Nuveen Lifecycle Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $9.9M | 68.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 8.4% |
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 1 vintage | $977K | 6.7% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $333K | 2.3% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $320K | 2.2% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $233K | 1.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $195K | 1.3% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $174K | 1.2% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $130K | 0.9% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $127K | 0.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.