Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,342 |
401K GENERATION1 year Filed as: 401K GENERATION INC. Service code 26 · EIN 26-4477125 237 S WESTMONTE DR. · ALTAMONTE SPRINGS, FL 32714 | Advisory (Participants) | $5,615 |
1 fund of $250K or more; 6 lines in all, holding $979K of the plan's $1.0M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $939K | 95.9% |
| AB Large CAP Growth Fund INC Class I AllianceBernstein · Mutual fund | $13K | 1.3% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $11K | 1.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $11K | 1.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5K | 0.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 1 vintage | $547 | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
Annual investment return 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.