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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 36-4541349 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $34,101 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,073 |
18 funds of $250K or more; 14 lines in all, holding $14.6M of the plan's $14.9M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $6.6M | 45.3% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.8M | 12.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 10.5% |
| Eupac Fund Capital Group · Mutual fund | $797K | 5.5% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $780K | 5.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $706K | 4.8% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $513K | 3.5% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $463K | 3.2% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund | $359K | 2.5% |
| Fidelity Small Cap Value Fund Fidelity (FMR) · Mutual fund | $316K | 2.2% |
Added 3 funds, dropped 3 funds, likely replaced 2 funds. Moved 7 funds from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundVanguard Target Retirement (CIT) to Vanguard Target Retirement 2045 Fund Investor Shares | $2K to $6.6M |
| AddedMFS Growth Fund R6 | $1.8M |
| DroppedMid-Atlantic Trust Company MFS Growth Fund Class R6 | $1.6M |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.