Filings through .
Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,590 |
6 funds of $250K or more; 24 lines in all, holding $4.4M of the plan's $4.4M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: American Funds Target Date, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.6M | 82.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $164K | 3.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $146K | 3.3% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $73K | 1.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 1.2% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $54K | 1.2% |
| Carillon Eagle Mid Cap Growth Fund Class R-6 Raymond James · Mutual fund | $51K | 1.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $36K | 0.8% |
| American Beacon Small Cap Value Fund R5 Class American Beacon (Resolute) · Mutual fund | $33K | 0.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $22K | 0.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant 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.
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.