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| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.6 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $48,871 |
Service code 26 · EIN 92-1819393 12730 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $25,000 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,605 |
17 funds of $250K or more; 19 lines in all, holding $23.5M of the plan's $23.9M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $18.1M | 77.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 9.2% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $868K | 3.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $352K | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $322K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $316K | 1.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $308K | 1.3% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $294K | 1.2% |
| Pioneer Select Mid Cap Growth Fund Victory Capital · Mutual fund | $132K | 0.6% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $124K | 0.5% |
Added 2 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Investor Shares to Fidelity 500 Index Fund | $1.4M to $2.2M |
| ReplacedHighT. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class to Fidelity Blue Chip Growth Fund | $580K to $868K |
| ReplacedHighVanguard Total Bond Market Index Fund Investor Shares to Fidelity U.S. Bond Index Fund | $276K to $322K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.